I am proud to serve as the Client Relationship Director at Brad Werner & Company. Since joining the firm in 2001, I've dedicated myself to transforming client experiences and enhancing the level of care we provide. My journey began with the United States Marine Corps, where I developed a disciplined, organized, and focused approach to my work. This military background instilled in me a commitment to excellence and an unwavering dedication to serving clients.
With 24 years in this role, I've crafted robust operational strategies that drive superior service delivery and client satisfaction. My motivation comes from a deep commitment to serving others and making a positive impact in their lives. What I enjoy most about my job is the opportunity to work closely with individuals and families, helping them navigate their financial journeys and achieve their goals. Witnessing clients grow in their financial literacy and confidence is incredibly rewarding.
Originally from Gary, Indiana, I now live in both Chesterton, Indiana, and Naples, Florida, with my husband, Brad. Family plays a significant role in my life and career. Sharing my life with Brad has been a blessing, as we support each other in marriage and various ventures. Together, we've created a nurturing environment for our children, who inspire me daily. Our grandchildren bring immense joy and remind me of the importance of family values and legacy. Passing down knowledge and traditions to them motivates me to strive for excellence in my work.
In my free time, I find joy in a few personal passions. Golf is a new pursuit that I’m enjoying as I learn more about the game. Being on the course is soothing and offers a chance to challenge myself. I also love spending time with friends, especially playing slot machines together. It's a fun way to unwind, share laughs, and enjoy some friendly competition.