Client Service Associate
As a Client Service Associate at Advanced Wealth Management Group, I collaborate with our Wealth Management Advisors to deliver exceptional services and achieve outstanding results for our clients. My responsibilities involve conducting in-depth analyses of clients' financial goals and addressing various aspects associated with them.
With an associate degree in business computer systems and management, I bring a wealth of experience from years spent in a professional office setting. I am passionate about continuous learning, consistently expanding my skill set to enhance my professional capabilities.
Beyond the workplace, my cherished moments are spent with my loving family. Being happily married with two beautiful children, we find joy in activities such as cooking and entertaining. During the winter months, we embrace downhill skiing, while the spring, summer, and fall are filled with adventures like boating, kayaking, and biking. Our household is also home to a diverse group of pets, including two dogs, two cats, and a bearded dragon, reflecting my affection for all animals.