My Story
Growing up in Syracuse, NY, I learned the value of perseverance early on. When I started in the financial industry in 1997, my coworkers made bets on how long I’d last. Twenty-seven years later, I’m still here, thriving in a career that I love. My journey has been one of dedication and resilience, and I’m proud of the work I do at Davidson Wealth Management.
My Focus
As a Senior Client Experience Associate at Davidson Wealth Management, I’m part of our Client Fulfillment team, where I help ensure that we obsess over our clients’ needs. From completing client requests to assisting with estate processing, I take pride in providing top-notch service and care. My goal is to make sure that every client feels valued and supported.
My Life
Family is at the center of my life. My husband, Dan, and I, along with our two children—Nicole and Nathan—and our grandchildren, Henry and Harper, love vacationing and camping together. In my free time, I enjoy reading and spending quality time with my grandchildren. My personal philosophy is simple: just get it done—a mantra that has served me well both in my career and in life.
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