Manager, Concierge Services
As the Manager of our Concierge Services at Advanced Wealth Management Group, I’m dedicated to providing you as our client with an exceptional experience every day. I am excited to get to know you and make sure that you are taken care of when working with our firm. I am here to help you with scheduling appointments, getting online account access, and answering your calls with any questions you may have. I will also be helping with the planning of our client events.
In my free time, I enjoy the company of my family and friends. My family and I participate in volunteering projects such as creating care packages for the homeless and helping pack meals at Feed My Starving Children. We also love being outside and being on the lake when it’s warm. Some fun facts about me are that I have the sweetest rescue-dog named Jemma, and I collect coffee mugs. I also love reading and always appreciate new book recommendations!