As a Client Service Associate at W3, I assist clients with a variety of needs related to their investment accounts—providing accurate information, timely support, and a positive, personalized experience. I approach each interaction with empathy and a genuine commitment to understanding each client’s unique situation.
Building trust and client loyalty through consistent, thoughtful service is something I take great pride in. Since entering the insurance industry in 2017 and transitioning into the wealth management space in 2021, I’ve held a variety of roles that have expanded my knowledge and strengthened my ability to serve clients with care and confidence.
