Core Focus: Supports our Florida-based wealth advisory team and their clients
Firm Experience:
Joined Lindberg & Ripple in 2022
- Handles all things investment service-related: new account openings, maintenance, money movement, and responding to and researching client inquiries
- Works alongside our 401k advisor team, providing quarterly market reviews used for client meetings, helping clients remain on track with their retirement planning
Background & Personal:
- BS in Social Work from Rhode Island College
- Wealth management experience began at Northwestern Mutual in 2014, when she relocated to Palm Beach County as a Director of Client Operations
- She and her family enjoy boating, traveling, and sightseeing throughout the beautiful state of Florida
- She also enjoys lap swimming, singing, and cooking for her family