Client Service Administrator
My role here at Prana Wealth is to help simplify the paperwork process for our clients, and provide peace of mind knowing that someone is taking care of the details for them. I coordinate account openings, update account information, handle money movement requests, prepare reports and handle the various day to day client service requests.
I love taking care of the details so you and Patrick can focus on the big picture of achieving your financial goals together. Paperwork and custodian requirements can get complex. My goal is to filter through the noise and make things as easy as possible so you can get back to doing more of what you love. The security of knowing that all your i’s are dotted and your t’s are crossed goes a long way.
I grew up working in the family business, helping to provide a wide range of back office services to financial advisors. I then studied at the University of Akron, where I graduated with a B.A. in Psychology, and a Minor in Military Science.
I spent the next eleven years as an officer in the U.S. Army Military Police Corps (Veteran). Following this, I spent six years as a Director of Administration in the manufacturing industry, where my role included Human Resources, finance and accounting. I then decided to take my experience in operations, accounting, benefits administration and recording keeping, and return to my roots in the financial services industry.
Volunteering is a big part of my life, and I serve as a Board Member for Molly’s Wheels of Hope, a non-profit dedicated to helping disabled animals. I am also an Opa Runs Crew Member, supporting my Ultra Marathon running Dad, as well as a Girl Scout Troop Leader, and Cub Scout Pack volunteer.
I live with my husband, Paul, and our two children, Anastasia and Grant. Family, work and volunteering keeps me pretty busy, but when I do have some time to myself I love to spend it reading, writing, crafting, and cooking (I even went to culinary school just for fun!).