I have been working in the financial industry for 47 years and have a wealth of experience to bring to my current role as a Relationship Manager. I joined Focus Financial Group, Inc in 1993 as an Office Manager and Insurance Agent, and over the years I have become a part-owner of the company. Before joining Focus, I managed the property casualty division of a national insurance agency. In 2016, I received an “Office of the Year” award for excellence in the professional management of a branch office from a nationally recognized Broker/Dealer.
After Scott Showers became the owner of Focus in 2018, I continued to work on his team as a Relationship Manager. As a Relationship Manager, I work closely with the Advisors to ensure that our clients receive the best possible experience. I am insurance licensed as well as a Relationship Manager/Licensed Assistant of J.W. Cole. With over 45 years of experience in the financial services industry, I have a strong emphasis on personal and business insurance planning.
In my personal time, I enjoy a wide variety of outdoor activities such as biking, tennis, pickleball, kayaking, and traveling with my family. I also enjoy spending time with my family, many of whom work at the office. I am married to my husband Rick and we have three adult children Amanda, Jake, and Hannah.