Client Services Assistant
Being a part of Wollman Wealth Designs as a Client Services Assistant has been a fulfilling role for me, allowing me to work behind the scenes to create financial plans and ensure client data is well-maintained. With 14 years of industry experience under my belt, I bring a wealth of knowledge to the table.
What I truly love about my job is the opportunity to help people and get to know their families and stories. It's fascinating to hear about their unique journeys and be a part of their financial success. Starting my career in the financial industry as an intern during college ignited my passion for this field, and I've been dedicated ever since.
The social aspect of the business is something I thrive on. Over the years, clients have become more than just clients; they have become friends. Building genuine relationships and truly caring about their well-being is at the heart of what I do. Each interaction brings new stories and insights, allowing me to continually learn and grow.
Growing up in the Reno-Lake Tahoe area and later moving to San Diego, I've had the opportunity to experience different environments and appreciate the beauty each place has to offer. Family plays a significant role in my life, and I am a proud parent to my son, Owen, who is 11 years old. Additionally, I have a lovable companion in my dog, Stevie, who brings joy to our everyday adventures.