Background
As a Senior Client Service Associate at Three Points Wealth Planners, I am often the first point of contact for clients and my goal is to make every interaction smooth, responsive, and welcoming. I support the team and our clients with day-to-day account servicing, client communication, and operational details, helping make sure our clients receive attentive, personalized care at every step.
I currently live in Dana Point with my two sons, Jaxson and Jaylen. During my free time, I’m usually with my boys, typically attending one of their sporting events, rotating between parks for some fun free time to cruise around on their scooters, or hanging out at the beach! I love to cook, bake, and stay active at the gym. Lastly, I can’t leave out our dog, Zeke. He’s our family dog, whom we love very much!
