As a Wealth Management Assistant my primary focus is organization. Within our small, dynamic firm, I apply exceptional multitasking abilities to help everyone remain efficient and on track. I am highly adaptable while enthusiastically “rolling with the punches,” ready to manage any situation whether planned or unexpected. In fact, you would be hard-pressed to every find me without a smile. I live by communication, whether it is between the team and/or our clients, making me fully committed to supplying superior client service. I pride myself on taking the initiative to meet the needs of others, always striving to think ahead. Over more than twenty years I have held a variety of positions,