About Me
At Western Reserve Capital Management, LLC, a fee-only registered investment adviser firm in Hudson, OH, I serve as the Executive Assistant, providing support to our team of advisors and helping ensure smooth day-to-day operations.
Dedicated to Exceptional Client Service
As the first point of contact for many of our clients, I’m committed to delivering a welcoming experience. With over 15 years of experience in executive-level administration and customer service, I bring expertise and dedication to my role.
Expertise and Skills
My organizational skills and attention to detail help our advisors focus on serving clients. My responsibilities include:
- Scheduling and correspondence management
- Data management and organization
- Administrative support to our advisory team
- Client communication and coordination
Personal Life
When not supporting our advisors, I enjoy spending time with my family, including my husband, JJ, and our two sons, Hayden and Ethan.
I’m also an avid fitness enthusiast, teaching group fitness classes and volunteering at my children’s school.
Education
I hold a Bachelor of Arts in Communications from Kent State University.