As the Director of Client Service at Meridian Wealth Partners, I oversee all aspects of our client service function. Leading our team in day-to-day activities, my goal is to provide high-quality, compliant customer service while meeting key performance metrics. I directly respond to customer inquiries and provide direction as permitted by our agreements and policies. Additionally, I support the sales and service needs of all our wealth advisors.
With over 25 years in the financial services industry, I bring a wealth of experience to my role. My career began at DMJM Aviation, and I later obtained my Series 65 in 2012, along with a Life and Health License. My academic journey started at Temple University, where I laid the foundation for my career.
Helping clients is my primary motivation, and I treat everyone like they are my grandmom. I find joy in making a client's day smoother and easier. I believe my greatest value is my ability to follow through with clients, helping them to feel supported and understood. Specializing in all aspects of client service, I pride myself on being responsive, reliable, and attentive.
Originally from Philadelphia, I now live in Collegeville, PA, with my husband, Rob, and our two teenage children, Hannah and Kyle. Outside of work, I'm actively involved as a member of the Baseball Boosters for the PVHS Baseball Team. In my free time, I enjoy running and exercising, watching my kids play sports, engaging in conversations with my daughter, and looking forward to traveling with my husband.