Since 2017, I have worked as a Client Relationship Manager, assisting Advisors Jennifer Hodson and Samuel Stroud with their day-to-day client management responsibilities. I strive to provide consistent and insightful support to Jennifer and Sam, as well as to the entire Advisor team in the West Chester office.
My strengths lie in my ability to foster solid relationships with the firm’s clients. That, coupled with a positive and upbeat approach to all facets of my work, enables me to effectively increase the firm’s value to our clients. Teamwork is an integral part of my work ethic and I bring that passion to bear to provide educated, timely and organized information to the advisory team and our clients.
I am a graduate of Spring Garden College with a Bachelor of Arts. I hold a Pennsylvania Insurance License, and I am a Registered Securities Representative.
My husband, two children and I live in Malvern. We enjoy being outdoors together hiking and playing family games. I love walking and reading and absorbing the amazing local food and wine culture.
