I am proud to serve as an Executive Assistant at Congruent Wealth. With a strong background in executive administration and a passion for personal and professional growth, I am dedicated to contributing to the success and innovation of the firm. Prior to joining Congruent Wealth, I served as an executive administrative assistant at a prominent landscaping business. This experience equipped me with valuable skills in managing administrative tasks, coordinating schedules, and providing exceptional support to executives. I also obtained my bachelor's degree in business administration from Florida State College at Jacksonville in 2022.
What motivates me in my role at Congruent Wealth is my unwavering commitment to personal and professional growth. I thrive in a results-driven environment and take pride in contributing to the overall success of the firm. I am particularly excited about working in a business that empowers individuals with top-tier knowledge on how to handle their finances and utilize them to live a purposeful life.
One of the aspects I enjoy most about my job is the opportunity to interact with clients. Meeting people from all walks of life, with diverse backgrounds, is both inspiring and fulfilling. It is truly exciting to witness individuals achieve financial freedom through the guidance and expertise of our advisors. In my interactions with clients, I believe that the greatest values I can provide are convenience and financial confidence. By ensuring seamless administrative processes and offering exceptional support, I strive to make their experience with Congruent Wealth as convenient and stress-free as possible. Additionally, I aim to instill a sense of financial confidence in our clients, empowering them to make informed decisions and achieve their financial goals.
Currently, I reside in my hometown of Jacksonville, Florida. Outside of work, I enjoy podcasting, thrifting and exploring art markets, and reading. Additionally, I love to travel and immerse myself in new cultures and experiences.