I am the Director of Client Services at Generational Wealth. I have over 20 years of experience as a Registered Assistant, and am passionate about providing exceptional support in our financial planning practice. I work alongside our planners focusing on client service, new business facilitation as well as assisting my advisors with setting client reviews. My commitment to excellence is backed by my 2-15 Insurance License as well as my Series 6 Securities license which enables me to offer comprehensive support and ensure clilent needs are met with the utmost professionalism and care. Throughout my career I have cultivated a warm responsive approach to our clients so they feel their value and are understood every step of the way.