I am a dedicated professional with over a decade of experience in client relations, driven by a passion for solving problems and creating personalized solutions. My background is a unique blend of strategic financial management and a hands-on, creative spirit. Whether I am tailoring a financial plan or building a DIY project from scratch, I pride myself on my attention to detail and my commitment to seeing things through from start to finish.
Time in Industry:
12 years
Based out of:
Woodstock, GA
My core strengths lie in building and strengthening client relationships to ensure every financial need is met with precision and care. I specialize in delivering strategic refinancing solutions and maintaining high-level communication to ensure all client goals are understood. By focusing on the “why” behind every request, I am able to tailor approvals and solutions that are specifically designed for a client’s unique circumstances.
I have spent the last 12 years honing my skills as a Renewal Representative, where I focus on delivering exceptional customer service and navigating complex financial landscapes. This long-term tenure has allowed me to become a trusted advisor for my clients. Interestingly, my professional journey also includes a three-year stint as a preschool teacher, a role that helped me develop the patience, adaptability, and interpersonal skills I carry with me today.
While I did not pursue a traditional college degree, I consider myself a lifelong learner who thrives on hands-on experience. My “education” has been a journey of self-teaching and practical application, from mastering professional financial strategies to developing specialized skills in baking and craftsmanship. I believe that my diverse set of talents and my ability to figure out how things work through experience are among my greatest assets.
When I’m not working, I am almost always drawn to the outdoors, a love that stems from a childhood spent camping and visiting the lake. I have a major creative streak; I’m an avid DIY crafter who would much rather build something myself than buy it from a store. My downtime is filled with a mix of active and relaxing hobbies, including playing disc golf, attending concerts, knitting blankets, baking and decorating cakes, and traveling to explore local history. Above all, I cherish the time I get to spend with my family.
