Financial Planning Assistant
Year Started at Bloom1997
What do you love most about working at Bloom? There are so many things I love about Bloom. I love that I get to work with clients daily. I am grateful that I have a degree of control and freedom within my position. I am proud that the staff works closely together and shares the same vision for the future.
What is your greatest professional accomplishment? I’m usually the first point of contact for new clients. It is my responsibility to work closely with these clients and schedule appointments with our advisors. I’m proud to say we’ve grown significantly in the last 36+ years. Being part of the team is extremely gratifying. I was proud that we were named one of the top RIA firms in the country and currently have over a billion dollars under management.
What do you think makes Bloom special? I think the fact that we have such integrity in how we handle our clients and their affairs makes us special.
I enjoy cooking. I’ve been told I make the best Mac and Cheese.