Client Experience Manager
Growing up, my favorite childhood memories come from family meals with my mom, dad, brothers, and sisters. Like any good Italian family, we ate dinner together every night—and of course, my siblings and I had to do the dishes before we were allowed to go out and play. Looking back, I have the fondest memories of our time together and truly appreciate the values my parents instilled in me.
I was born in Sicily, and it’s important to me to keep our Sicilian heritage alive through my sons, their wives, and all my grandkids and nephews. Realizing how quickly time goes by, my primary focus in life is to spend lots of quality time with my family. I make sure everyone gets together as often as possible, even as our family continues to grow.
My husband, Scott, and I have three wonderful adult children, Joseph, Robert, and Jacob. Now that we’re empty nesters, I always enjoy planning small, but meaningful, getaways to create quality time for the two of us.
One of the reasons why I am so passionate about helping clients feel the freedom to focus on their own families is because I know how important those memories and moments of bonding are. My father is no longer with us, but I will always cherish the time he and I spent together on a one-on-one trip to Italy when I was 16. Today, I love spending time with my granddaughter Abigail and teaching her more about my Sicilian heritage and language. It’s my hope that these are memories she’ll keep throughout her lifetime as well.
I appreciate the willingness of our clients to bring my team and me into their lives, and I consider each one to be an extension of my family. Whatever you need done to take the financial stress off your back, I’m here to help.