Operations Manager and Implementor
I began my journey with our team and our clients over 15 years ago. I’ve been in many different roles in the office which has helped to position me to become well acquainted with our clients and learn the different operations of the office. I have also been able to watch our team grow over the years. Today I can say that we have a team of individuals who are passionate in utilizing their strengths to help serve our clients. Being in the management and implementation space has placed me in a position to help guide our team in the right direction to provide you with an exceptional client experience, and it has also positioned me to assist our wealth partners in implementing their vision for future experience. I enjoy being a part of the PrairieView team, and I look forward to our team assisting you with your financial planning needs and services.