In my role at Agili, I work as the Client Services Manager, coordinating the back office of the firm and overseeing our Client Services Team. The Client Services Team is focused on tasks such as trading, reporting, paperwork, and invoicing while providing high quality customer service. I also provide ongoing support to our Financial Planning Team as they serve our clients.

 Education:

  • Bachelor of Science, University of Richmond

Professional Achievements:

  • Financial Paraplanner Qualified Professional™

Community Involvement:

  • Meals on Wheels

What matters most to me is the health and welfare of my family.  I like to know that my loved ones have everything they need and at least some of what they want (when it is reasonable).