Client Service Manager
With a wealth of experience in finance and over two decades in education, I have discovered that serving others is not just a priority but the highlight of my day.
My high standards, meticulous attention to detail, and unwavering commitment to helping others align perfectly with the core values of Align Financial. As a lifelong learner, I am thrilled to delve deeply into the nuances that distinguish financial planning from other areas in the financial industry.
My role at Align Financial encompasses managing all aspects of client relationships to ensure we deliver the highest level of service. I oversee the daily operations of our office, continually seek ways to enhance our firm’s efficiency, and refine our processes.
Most importantly, I serve as the first point of contact for many of our private and prospective clients, ensuring their engagement with our office is seamless and welcoming.
Duluth has always been home for me. Born and raised here, I met my husband, Cade, at UMD. Though our careers took us to the Twin Cities, where I earned my Bachelor of Science Degree from St. Kate’s, and later to the Fargo/Moorhead area, we always knew we wanted to return to Duluth.
After our daughter, Alli, was born, we moved to Cade’s hometown of Hibbing to be closer to family. Our family became complete with the birth of our son, Drew, and life was an exciting and busy time balancing careers and our children’s many activities.
In 2020, we finally made the move back to Duluth, and it has been a joy to be home. With both kids now graduated from high school and embarking on their own journeys, Cade and I are embracing this new chapter and exploring new passions.
Outside of the office, I enjoy home-improvement projects, playing cards and pickleball, and traveling. Most evenings, you will find me at the dog park with my beloved pugs, Kiwi, LuLu, and Stella. They are the sweetest companions and truly part of our family.
