As Client Services Manager, I support Lisa Skordahl, Financial Advisor, and serve as a trusted resource for our clients, helping ensure their needs are met with care and diligence. I bring to the team a diverse professional background in banking and as a paralegal, experiences that have strengthened my organizational skills, professionalism, and commitment to excellent client service.
I have been in my current role for over four years and genuinely enjoy building relationships with clients and being part of a team dedicated to helping them live their best lives.
Outside of work, I enjoy spending time with my family, relaxing at the lake, and quilting.