As a Client Service Specialist, I am committed to giving every client a pleasant and rewarding experience with the highest level of quality and care. I want our clients to feel they are more than just customers, but part of the Paragon family.
I support our team by providing client service and account administration as well as assisting with firm operations. I believe in the value of teamwork and building towards a common goal. There is a quote by Albert Einstein that really resonates with me deeply: “Try not to become a person of success, but rather try to become a person of value.”
I strive to always put forth my best effort, being sincere to myself and others. It’s important to me to encourage and empower others to do the same. I have a naturally calm disposition; I try to stay positive and find a way forward, no matter how difficult the task may be. I trust that everything happens for a reason and that any mistake can be fixed.
I have an Associate degree in Criminal Justice and a Bachelor’s in Business Administration. With over twenty years of customer service and administrative support, I began my career in legal administration. I moved to wealth management and investment advisory over a decade ago.
I am a born Virginian but have most recently lived in Oregon and Colorado. I currently live in Glen Allen with my long-term partner, David. All our family live nearby, including our 12 nieces and nephews. Our holidays are usually loud.
I love the outdoors and keeping active. You can find us most weekends hiking, biking, kayaking, or on some adventure. We love to explore new areas and travel. I also have a passion for cooking. I have just as many travel books as I do cookbooks.