Client Relations Professional
Why I Go To Work Everyday?
It is clear to me that financial wellness creates financial independence. My role at CSi Advisory Services allows me to use my skill set to help others implement disciplines of strong financial planning and wealth management, both early in their lives and all the way through retirement, and that brings me great joy. Personal growth and career growth push me every day to become a more trusted professional for our team and our clients! I learn something new at work every day.
How Did I Get Here?
Prior to working at CSi, I was a hairstylist for four years. Being in front of people every day helped develop my people skills, communication, and time management. I loved creating long lasting relationships. When I decided I was ready to make a career change, opportunity knocked and presented me with a job at CSi. Even though it was a completely different industry, it has provided me with a lot of growth potential and best suited my skill set and personality.
Why I Care About This Industry?
Financial wellness can give people peace of mind. Working at CSi Advisory Services has taught me the importance of early financial planning and wealth management, and I want to be a part of helping others implement these practices in their own lives.
Who I Really Am . . .
In my free time, I love being with my husband. We enjoy renovating our home, playing games with friends, exploring Indy, and going to new restaurants and breweries around the city. I am originally from Indy and I have loved seeing the growth in our city and all of the exciting new experiences it brings.