Client Relationship Manager
My passion for working with clients is what keeps me in the financial services business, even after two decades. Getting to know our clients and their families provides the personal connection that fuels me.
I was a senior client associate at a large wire house for the bulk of my career. There, I supported financial advisors with anything related to the wellbeing of clients. I am fully registered, which means that I have my securities licenses, and can assist advisors with transactions.
Joining Beck Bode after two decades of working for a large financial institution was a big move. There’s so much I can appreciate about working here: the fact that it’s a boutique firm, the energy that’s palpable in a place that’s growing every single day, and the decided lack of red tape. When something is right for the client, we do it: we aren’t mired in bureaucracy. This in particular appeals to my need for efficiency.
I like to know that I am playing my role in moving things forward for clients and for our firm. Ultimately my job boils down to doing whatever is in my power to make clients happy, providing a level of support that makes our advisors happy, and helping Ben and Jim grow our firm. The theme is: happy!
As you get to know people in our firm, you will notice they are all disciplined in some way or another. It’s the way we are, and the way our strategy works, too. It requires a commitment to following a regimen for the long term. I guess you could call me a disciplined person. At Beck Bode, I am responsible for creating repeatable and scalable processes that ensure that our clients have the most seamless experience possible.
In my personal life, routines translate into healthful habits. We eat home-cooked meals as much as possible. I cook a whole bunch on Sundays so we can come home to a nice dinner on weekdays. I also exercise regularly. I know that if I didn’t make the effort, I wouldn’t be able to reap the rewards of a healthy lifestyle.
My highest priority is my family – another attribute we all share at Beck Bode. I have two children and a huge extended family with whom I love to spend time.
Credentials and Other Trivia
- I’m studying for my CERTIFIED FINANCIAL PLANNER™ Professional (CFP®) designation
- I hold the FINRA Series 7, 66 securities licenses
- I love milk chocolate!