In the role of Client Relationship Manager of Forthright Wealth Management, LLC, I offer our clients more than 15 years of financial services and customer service. I am passionate about meeting and exceeding the expectations of my clients. I take full ownership of any task to assist clients with their servicing needs. Knowing they are satisfied and are provided with A+ service is my primary goal.
As Office Manager for Forthright Wealth Management, LLC, my objective is to ensure that all aspects of the office run smoothly. In addition, I lean on my degree in Accounting to assist both the COO and CFO with their responsibilities.