A Client Operations Assistant at Haber Wealth Management, she supports clients and advisors with day-to-day account management, including account opening and money movement. She is passionate about delivering high-quality service and takes pride in helping every client feel supported, informed, and confident throughout their financial journey.
With over 26 years of experience in financial services, insurance, customer service, and client operations, she is known for her attention to detail, approachable communication style, and ability to simplify complex processes while building strong, lasting relationships. She holds a Texas Life and Health Insurance license and is currently pursuing her Medicare Certification.
Originally from Austin, Texas, she enjoys reading, spending time with family, attending concerts, weekend road trips, and serving her community. She is also a proud member of Rho Sigma Alpha Sorority, Inc.