As a Client Service Associate at Wilson Financial Group, I specialize in client services, administrative management, and receptionist duties. I prioritize customer care and client relations daily so that the people we work with feel that they are in good hands with our experienced professionals. I am motivated by making our clients feel at ease with the volatile market and aiding in their day-to-day needs.
I graduated from UNC Charlotte in 2015 with a degree in Mathematics and a concentration in Actuarial Science. I have over 10 years’ experience in the customer service field and have a passion for serving others.
Outside of work you will either find me curled up watching the latest movie, whipping up a new recipe, slinging dirt in my garden, or spending time with my loved ones. I am a Belmont native that enjoys staying busy!