As a Senior Client Service Associate, I support high-net-worth individuals, families, businesses, and philanthropies through every stage of their financial journey. Working closely with our advisors, I help ensure that the operational details behind each financial plan are handled with care, accuracy, and efficiency so that clients can focus on what matters most to them.
At LCK Wealth, we understand that our clients rely on us to help simplify their financial lives. I am passionate about delivering exceptional client experience and take pride in being a trusted resource for both clients and advisors. Known for my attention to detail and problem-solving mindset, I enjoy navigating complex situations, resolving operational challenges, and helping clients move forward with confidence. By leveraging innovative technology and working closely with our team, we help keep clients' financial affairs organized, efficient, and aligned with their goals. Above all, our purpose is simple: to make life easier so our clients can focus on what matters most.
What I enjoy most about my role is building meaningful relationships and serving as a dependable partner for our clients. I believe exceptional service comes from listening, anticipating needs, and ensuring no detail is overlooked. Prior to joining Hightower, I worked at both a boutique investment firm and a major bank. I graduated from Baruch College in New York City with a bachelor’s degree in economics. Outside of work, I enjoy exploring new restaurants, traveling to new destinations, and discovering new experiences. A fun fact of mine is that I studied art for four years and still enjoy painting in my spare time. Creativity has taught me to bring a fresh perspective to everything I do.
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