Client Service Associate, RJFS
How do you empower your clients to live their Signature Life?
Using my experiences with organizing, customer service, and communication, I enjoy making the daily operations run effectively in the Hickory office. Most importantly, building great relationships with our clients and seeing them served well is my targeted goal.
What does your life look like outside of the office?
My chief passions are organizing and genealogy. I love to help friends “de-clutter” and set up systems that work for their homes and garages. Some sayings I’ve created are “less mess means less stress” and “it’s a property, not a ‘slop-erty’ “. Research or “detective work” seems to come naturally to me, as I have performed family history genealogy for almost 30 years. I love learning “the rest of the story”.
What can you tell us about your professional journey?
My first employment after college graduation was at my NJ “hometown” bank – servicing all 6 branches as a “Floating teller”, as well as assisting on projects for the county food stamp program, student loans, and municipal bonds. In 1991 I relocated to Hickory, NC and worked for Edward Jones as a Branch Office Administrator, helping to establish a new branch. I had the opportunity to work as a Sales Office Manager for Cover-All Indiana, which supplied and serviced buildings to clients such a British Petroleum (BP) and the State of Indiana. Having recently settled back to my beloved “home” in NC, I was invited to join the Hickory team of Signature Wealth Strategies.
My career has also had a strong arts-based experience. I recorded radio commercials and performed in regional productions in the mid-‘80’s. More recently, I’ve enjoyed designing and crafting “one-of-a-kind” sculptural cakes for birthdays, graduations and baby showers. – The most challenging being an “operational” volcano cake.
Managing Your Money Doesn’t Have To Be Complicated
When you have a plan, you can make decisions confidently,
knowing that you're living your life intentionally.