Client Service Associate
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 on a daily basis 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 providing assistance in their day-to-day needs.
I am proud to bring over 30 years of experience in the financial services industry to Wilson Financial Group. In previous positions, I have practiced administration, customer service, insurance management, and financial management, and the accumulation of this knowledge led me to where I am in my career today. Prior to working at Wilson Financial Group, I was employed at Jefferson Pilot with our founder, Les Wilson, as well as at the Rasberry Agency and Carroll Financial. Before I began my career in the financial services industry, I attended King’s College. I strive to accommodate each of my clients’ needs in a productive and efficient manner, and I always enjoy learning something new every day.
I currently live in Lowell, North Carolina with my husband, Keith, and our daughter, Megan. When I am not servicing clients, you can find me spending time with my family at our vacation home at Surfside Beach, cooking new recipes, gardening, or cross-stitching.