Client Service Specialist
As a Financial Service Assistant here at Paragon Financial I enjoy helping our clients achieve their financial goals by providing customer service and paraplanning. Everything we do here is team based, so I also assist our advisors in their day-to-day operations.
I love that my role allows me to have a more direct impact on client’s lives through personal interactions. My mission is to provide them with quality and personalized customer service. I believe that every client has their own unique financial goals, and strive to help them achieve them by understanding what is important to them.
I believe I bring balance and the ability to multitask while focusing on getting tasks completed in a timely manner with attention to detail.
I am a very proud mom to my little boy, Caspian. I live South of the James near the river with my partner, our two adopted dogs, and our cat. I have to wear many hats in our household, which is filled with love and laughter, and a little chaos!
My work with youth in the Episcopal Diocese of Southern Virginia has been a large part of my life for almost 15 years. I learn so much from the next generation about love and acceptance. I also enjoy spending my spare time swimming, hiking, and camping. I love working with rescue dogs and my passion is dog training.