As Client Service Manager for BSW Wealth Partners, my primary role is to facilitate a smooth, efficient, and pleasant client experience. This includes managing workflows for new accounts, executing cashiering requests, and being the primary conduit by which clients communicate needs to their advisors and portfolio managers.
Prior to BSW, I worked for more than seven years at The Northwestern Mutual Financial Network, in Boulder, as an Associate Financial Representative. My early career path included work in the insurance, investment, and legal fields. I have a paralegal certificate from the Denver Paralegal Institute.
When not at BSW Wealth Partners, I enjoy being at my mountain home in Pinewood Springs, doing yoga, reading and traveling to Maui, which I consider my second home, and to other exotic locales. Most of all, I enjoy spending time with my husband Mark, daughters Ashley and Amie, son-in-law Erik and friends.