Client Relations Specialist
I grew up in Appleton, met my husband here and we raised our three daughters here as well. Our older two daughters are married. Our oldest daughter Kimberly has two children a girl and a boy. Our middle daughter Brianna just welcomed a baby boy on August 30th. Our youngest daughter Hailey just started her last year of middle school.
I didn’t go the traditional school route, instead I jumped right into full-time work. I have over 30 years of experience in various customer service roles, of those 19 years at an Investment firm in Appleton and 2 years in a back-office role.
I got my Series 7 license in October of 2002 and my Series 66 license in March of 2003.
Role in the Firm
In my administrative assistant role, I greet clients when they come to the office and answer the phones. I process any and all paperwork as needed. I work closely with clients, Gayle and our TD Ameritrade rep to ensure everything is processed as requested by the client. My favorite part of the job is the client interaction. Over the years I’ve gotten to know many clients and their families very well.
Outside of Work
My youngest daughter is active in school sports, she is currently playing volleyball then will play basketball. Between her sports and spending time with family and friends there’s not much time for anything else. During the summer I play outdoor volleyball with my older two daughters in Little Chute. I love the warmth of summer but my favorite “season” of all is the Football season because the Packers will be playing and I can start making Chili!