What I enjoy most about my work with clients?
As the Director of Client Service and Operations, my role is to continuously manage daily operations, strategize new firm initiatives, and leverage our technology effectively to allow us to provide personalized cross-border financial planning and investment management to our clients. I really love that we can be the expert in our field and provide our clients with peace of mind knowing that we are here to help them navigate the complexities of being global citizens.
How do I spend my time away from Worldview?
My husband and I love to travel; so far we have explored Australia and China together. Locally, my husband and I enjoy playing weekly board games with friends and spending time with our dog, Trapper. I am also part of ELXR Dance Company, a small local dance company that performs throughout the Pacific Northwest.