IWM Partners is a family I wasn’t expecting to gain. I received my start here in 2022 and was immediately welcomed from each person here. I carry that tradition of compassion over to serving our client’s needs. Everyone here holds many different positions to collectively make customer service one of our top achievements. I have learned, and am still learning, many things about the retirement industry that I never knew could be so important. Planning for the future is key for the wellbeing of you and your loved ones. I have many responsibilities here, such as assisting the advisors with new and existing account maintenance, client customer service, marketing and media content strategies.
Living in Southern California, with mostly favorable weather all year long, I have always enjoyed being active throughout my life. For my undergraduate education I moved to Nevada and graduated from the University of Nevada, Las Vegas in 2012. On an athletic scholarship, I ran cross-country and track and field all throughout my school years. Though I am no longer a runner, I make sure to make time to go on a hike with my husband, walk our dogs or fit in a gym session. I carry the hard earned values of hard work and kindness with me everyday and thrive with new challenges.