Client Services Associate
Role at The Consulate:
At our Gettysburg location, I am one of the first faces you will see when you arrive. During tax season, one of my critical duties is serving as a tax assistant for our tax preparers. During the remainder of the year, I provide support to our wealth advisors as a member of the client services team.
I attended Gettysburg High School, earned numerous certificates from banking school, and graduated from the Central Atlantic School of Trust throughout my 42+ years in the financial services industry.
Why I Joined The Consulate:
I came to The Consulate after working in banking for 39 years in finance. I thought I knew how the world of finance worked, but little did I know how it should be. Our team loves what we do, and it shows in the attitudes surrounding each of us daily. The Financial Consulate really puts the client first, not just the company’s bottom line, which is not a common trend. We truly strive to follow our mission and abide by our values. We sincerely care about each and every person who comes through our doors. I only wish I would have become part of the team a lot sooner.
Outside the Office:
One of my favorite things to do outside of the office is be with my kids and grandchildren. We love doing outside activities outside together like hiking, biking, and swimming.