As the Client Relationship Associate at Meridian Wealth Partners, my primary focus is on delivering exceptional service to our clients. I seamlessly manage account administration and work to foster strong relationships with our custodian partners. I am dedicated to ensuring that each client receives the personalized care they deserve, leaving them with a sense of reassurance and confidence in their financial journey.
With nearly 5 years of experience in the financial services industry, I bring a wealth of knowledge and a passion for helping clients. I earned my bachelor's degree from Arizona State University, which laid the foundation for my career in finance.
Originally from Huntingdon Valley, I now call Phoenixville home, where I live with my husband, Tom, our two sons, Jordan & Dylan, and our Irish Doodle, Finnegan. In my free time, I enjoy spending time outdoors with family and friends, cherishing the moments we share together.