How do you feel you help to create impact for clients?
I help create impact by ensuring everything behind the scenes is accurate, organized, and tailored,
so advisors can focus on delivering thoughtful, personalized guidance to clients.
What do you feel is a strength that you have?
I bring strong empathy and listening skills, allowing me to understand client needs and translate conversations into clear, organized and actionable plans.
What do you enjoy most about working at Modera?
The team culture and the constant opportunity to learn and grow. It makes coming to work both engaging and rewarding.
When you retire you’re going to…?
Retire somewhere in the mountains, embracing the outdoors and a more relaxed pace of life.
B.A. Corporate and Organizational Communications
