After moving with my Navy family from Maine – my birthplace – to Virginia Beach and the Azores, I spent most of my childhood in Port Charlotte.
When I was 15 years old I started working part-time after school at a financial services group, initially filing papers and then becoming the receptionist and, later, a client services manager.
I handled client requests, helped prepare forms, and processed other necessary paperwork, and at one point oversaw two other client services staff people.
It was my only workplace for more than 18 years until I joined Landsberg Bennett in September 2018.
My first job taught me a lot about the financial industry–and helped mold me into the person I am today. I love being able to speak with clients and assist them in any way I can.
Along the way, I graduated from Port Charlotte High School, where I was a cheerleader, and earned an associate’s degree from Edison Community College and a bachelor’s in business management from Hodges University.
When I joined Landsberg Bennett, the team-oriented company culture stood out to me. They’re like working with family. And, of course, I love the opportunity to help clients in any way possible.
Outside of work, I enjoy a little “retail therapy” and love spending time with my 12-year-old son. We also enjoy time at my parents’ house on Lake June, where I like to water ski and play games with the family.
I’m excited to be part of the team serving clients here at Landsberg Bennett.