EA, Coordinator BD & Sales
After launching my administrative career in medicine, forensics, and engineering, I joined the WealthCo team in 2015. I was drawn to how deeply the company values the well-being, safety, and security of its clients, team members, and partners. My continual on-the-job learning has driven my growth as an effective and efficient team member and as the right-hand to Tim and Jeff.
Questions & Answers
What are some of the key strengths you bring to the WealthCo team?
My Clifton strengths (which are empathy, individualization, adaptability, relator, and developer) translate to me having strong emotional intelligence, taking a common-sense approach, able to rapidly prioritize based on shifting needs, a fierce loyalty to those I support, and productivity maximization.
Share a career accomplishment that you are particularly proud of?
Helping to design an onboarding process that creates the foundation for all our Integrated Advisory network members on their path to success.
How do you like to spend your free time?
Hanging out with my canine fur baby and fr'amily (not a typo) - barbecues, hiking, camping, and road trips. Never underestimate the therapeutic power of driving and listening to very loud music!I am also interested in humanity-inspired documentaries – some of my favorites are My Octopus Teacher, Free Solo, Dog by Dog, Down to Earth with Zac Efron, and Limitless with Chris Hemsworth.