I am passionate about building strong client relationships and providing exceptional service. Joining Quartz Financial allows me to leverage my experience and contribute to our clients' financial success.
With a Bachelor of Arts in Economics from the University of Oklahoma and a strong background in client relationship management and financial services from my time at Fidelity Investments, I bring valuable skills to the Quartz Financial team. My roles have included fostering client relationships, supporting financial consultants, and assisting with retirement plans and account maintenance.
At Quartz, I support the advisory team with daily, monthly, and annual tasks, helping to deliver positive results for clients. I am responsible for operational, trading, and service activities, ensuring that client needs are met efficiently and effectively. I also assist with documentation for new business, manage account activities, conduct proactive outreach on time-sensitive matters, and educate clients on account services and new technology.
Living in Austin, I enjoy spending my free time outdoors, exploring different trails to hike, and frequently golfing at various courses around the city.