Having worked with Tom since 2014 at Wells Fargo Advisors, I was excited to join him in his new venture at Brady Family Wealth in 2021.
In my role as Senior Client Relationship Manager, I use my over 30 years of financial services experience to ensure that our clients’ administrative and operational needs are handled accurately and quickly. I oversee the day-to-day administration of accounts, including opening new accounts, updating existing account information, meeting client requests to move securities, and answering client inquiries.
I have always taken pride in providing the highest level of personal service. At Wells Fargo Advisors, I was honored to receive management’s Premier Client Associate for my professionalism, integrity and core leadership values. I know our clients expect an exceptional standard of service. Their appreciation is evidenced through the strong relationships I have built along the way.
“Family” is featured in the name of our firm and family is highly important to me. My husband Chris and I have three daughters: Jessica, Angie and Erica. We added our first grandchild Henry in 2023. Spending time with them, along with our dogs, brings me great joy. You can always find me reading, traveling or decorating…I love to stay busy.