Experience

I’ve worked in the financial services industry for more than fifteen years, beginning my career in sales consulting before transitioning to client services in the wealth management space. My passion for centering the client experience led me to join DVI as a Client Services Supervisor in 2019.

Education

Bachelor of Arts in Psychology from Eastern Michigan University; graduated magna cum laude 
Mini Master of Business Administration from Rollins College

Tell us about your career journey and what led you to choose DVI:

What drew me to DVI was the firm’s focus on offering truly exceptional client service. In my experience at large, national institutions, clients tend to get lost in the sea of sales numbers even if companies pride themselves on their service models. I was drawn to DVI’s belief in building trusting relationships with our clients and prioritizing doing the right thing on clients’ behalf.

What are the values that drive you in your professional and personal life?

Respect. Integrity. Humility. Willingness to learn.

What do you enjoy doing in your free time?

Spending time with my family, listening to music, exploring the outdoors, and watching college football.

Tell us one thing about you that might be surprising:

I grew up in the Midwest and continue to be a diehard Big Ten football fan. I’ve even been in the same Big Ten Fantasy Football league for over twenty years!