LPL Advisor Assistant
The most rewarding part of my job is the relationships that I build with Amy’s clients. I understand that the assets we manage are from money that clients have worked hard for. I do my best to make sure that their client service experience is comfortable, easy, and welcoming. I’ve grown so close to some clients that they’ve come to feel like family!
I began working at Maven Lane Financial Group in 2019 as a marketing specialist and administrative support; in 2020, during Covid, I studied for and earned my Series 7 and Series 66 registrations from the Financial Industry Regulatory Authority and began my role as the primary Financial Advisor Assistant.
Although my primary role is client servicing, I also provide support in marketing, event planning, compliance preparation, file management, contact, task and calendar management, and more.
Off the clock, I enjoy spending my time at home with my boyfriend and my two kitties, Minnie and Frankie. I enjoy playing video games with friends, painting, and trying out new recipes that I find online. When I do leave the house, I love trying new restaurants and different types of food or going on a relaxing hike (especially in Santa Cruz – my college town). I have always loved Japanese art and culture, and my dream vacation is to visit Japan one day.