Client Relationship Director
I was drawn to Beck Bode for so many reasons. There’s amazing room for growth here, in every sense of the word; growth for our clients, growth for their portfolios, and growth for every member of our team. It’s exciting to work alongside people from all walks of life, different ages and backgrounds. We share goals in wanting to be better, to care deeply for others, and to move into the future with vision and purpose.
I joined Beck Bode in 2019 to fulfill the firm’s desire to further strengthen relationships with clients. And that’s exactly what I have set out to do. My purpose is to get to know our existing clients, make sure they are very well cared for, and to extend that level of care to new introductions to our firm. It’s exciting to be tasked with the responsibility of bringing together people, and ensuring that they have a lasting positive impression of us. I also seek to extend our connection with the community through events and charitable initiatives, such as drives for local food banks, and other meaningful causes.
I’ve only ever worked in financial services. For close to a decade, I was responsible for client relationship management at a financial firm in Rhode Island. Helping others comes naturally to me. It’s something that was instilled in me by my parents, who exhibited this trait very strongly. Growing up in a small town in Alabama I learned from my dad who was in the insurance business, and my mom who worked in hospitality. You might say that serving others was simply part of our family and community culture.
In 2018 I earned my MBA from Salve Regina University in Rhode Island. Currently, I’m working toward my CERTIFIED FINANCIAL PLANNER™ Professional designation through Bryant University. I enjoy the planning aspect of everything. Friends and colleagues know me to be a very organized person who loves putting all the pieces together.
I live in Rhode Island. Outside of work I enjoy home renovation projects, the many wonderful restaurants in Providence and my rescue cat, Archer.
Credentials and Other Trivia
- MBA, Salve Regina University, Rhode Island
- Bachelor of Arts, Troy University, Alabama
- Board Member, Distinguished Young Women of Rhode Island