As the Client Services Associate for Echo Wealth Management, I am all about serving clients in any way possible. My primary responsibilities include:
One of my greatest joys in life is building trusting and valuable relationships with others, which suits me well in this position as I can meet and speak with our clients daily.
I received my Bachelor's degree in Business Administration with a minor in Spanish from the University of St. Thomas. I then spent the next few years with a Fortune 500 production company serving their customers by managing their orders and accounts. There, I honed my skills in providing clients with excellent service as I assisted with their needs.
In January 2024, I joined Echo Wealth Management as a Client Services Associate. I've thoroughly enjoyed this refreshing transition from a large, multifaceted production company to a tight-knit, collaborative team. Our team greatly benefits from our ability to quickly anticipate and implement changes to improve our workflow and customer experiences. As an eager learner, I find joy in working with experts in finance like Echo, Jared, and Justin. Each day, I discover something new about personal finance and look forward to someday sharing their extensive knowledge.
Away from work, my passion for automotive restoration shines through. I am an avid automotive enthusiast, and I enjoy spending my free time working on and restoring new and classic cars. If it has a motor and wheels, I'm interested. My projects include a 1994 Mazda RX-7, a 1995 Toyota Supra, and a 2006 Volvo S60R. I am fortunate to have gained the knowledge and tools necessary to pursue this passion, and I often use them to help friends and family any chance I get. To me, nothing is more rewarding than using my skills to brighten someone else's day.