As the Client Service Specialist, I serve as the overall coordinator of client service duties such as completing the account opening process for new clients, processing all client requests for disbursements, and calculating and documenting all client Required Minimum Distributions. I take great pride in assisting my lovely SRQ team with any other tasks that help them be more productive at their jobs.
Being one of the elders on the SRQ Wealth Team, I have had a plethora of work experience in the educational, financial and philanthropic fields over the past 35 years. I am a proud mom of 5 grown kiddos who are my pride and joy, and when not sharing TikTok videos with them in their various locations in Florida and Spain, I adore exercising, photography, tennis, and kayaking. My 6th “child,” my cat Loki, entertains and distracts me at all hours of the day.
Outside of the office, you can find me cheering loudly as I watch NFL and NCAA football games…Go Pack, Go Badgers, and Go Seminoles!!!