Client Services Associate
I joined Neumann Capital in 2016. I am excited to be using my extensive operations and client relationship skill set in the Wealth Management and Financial Planning field. I’m committed to engaging with and supporting our clients to help them live their best financial lives.
Many years ago, I became interested in personal finance (mostly at first as it related to my own situation). I am currently working towards my CERTIFIED FINANCIAL PLANNER™ certification.
Spending time with my family, reading (and discussing books with my book club), savoring good food, and exploring new places near and far are some of my favorite activities. I’d like to say playing the piano and practicing my French fall into this category as well, but they’ve been moved to the someday-I’ll-get-back-to-that list for now.
Education & Affiliations:
B.A. in Political Science from the University of Notre Dame
CFP® Certificate Program at Northwestern
California Notary Public