I started working for Jeremy Krog as his Client Service Associate supporting our financial advisory clients in 2019. After Jeremy helps clients create strategies to meet their goals, I help open and close accounts, process transfers, and start distributions for retirement income. I assist clients with form completion, service requests and website navigation. What I enjoy most is getting to know our clients on a personal level and developing long-term relationships to support them and make their lives easier. I have worked in the financial services industry since 1996.
During the warmer months, my husband and I, along with our daughter and son enjoy spending time on our sailboat.