With over 10 years of experience in the financial services industry, I take great pride in helping clients feel supported, informed, and confident throughout their financial journey.
As the Client Relationship Manager at Bay Area Financial Wellness, I serve as your behind-the-scenes partner—organizing, managing, and coordinating the details that keep your financial plan moving forward. Once you and LeAnne decide on the right course of action, I become the manager of the ongoing flow of information and documentation needed to implement and maintain your strategy.
I prepare and organize the data for your review meetings, maintain up-to-date records, and stay alert for any personal or financial changes that may require a shift in your plan. My goal is to ensure you always feel cared for and never have to wonder if something has slipped through the cracks.
If this is the type of relationship you’ve been looking for, I invite you to reach out. You can contact us at (650) 226-6106, visit www.bayareafinancialwellness.com, or email us at info@bayareafinwell.com.