Client Relationship Specialist
Member of the INVP team since 2009
Resident of Mentor, Ohio
"I have great appreciation and respect for our clients, and will do whatever I can to make sure their needs are met and they are taken care of to their satisfaction. I have built great relationships in my years with Investment Partners, not only with my fantastic coworkers, but also the wonderful clients we serve."
Topics or areas of expertise:
- Establishing new accounts and performing cashiering transactions
- Administrative Support
- Notary Public
- Regina High School, South Euclid, Class 1997
When she's not in the office you can find her:
- Playing in volleyball and bowling leagues
- Watching the Cleveland Sports
- Hanging out with her significant other, JR, and their rescue dog, Harper
What’s the best piece of advice you’ve ever gotten?
It’s OK to say no from time to time. Don’t put everyone else’s needs/wants before your own all of the time, you can’t please everyone. There is actually a happy medium.
Tell us about the best vacation you’ve ever taken.
I went to Punta Cana in 2011. That’s where I met my now best friend. We were both guests at the same destination wedding.
If you had to describe yourself using three words, what would they be?
Loyal, dependable, empathetic
What are you capable of?
Aim higher and achieve with guidance from our advisors. Get started with a complimentary consultation.