With a solid foundation of collaborative teamwork, our team draws on the skills and strengths of each member to achieve our collective mission: To help clients and their families clarify their values and highest priorities so they can live richer, more fulfilling lives free from financial worry.
We achieve our mission by aligning all of our service and advice towards clients’ personal values and goals. We have an ever improving and compelling value proposition based on trust and excellence. We deliver excellence by committing to continuous personal and professional improvement in favor of our clients. Our team Collaborates in designing and running our client-centered business systems to achieve frictionless execution.
Qualifications
2001- Present, Kairos Wealth Partners, Client Relationship Manager and Office Manager
Notary Public
Proud Mom of twin daughters, Married 31 years
2012 - Present, Kairos Wealth Partners, Client Service Specialist
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