As the Senior Advisor Support Specialist at Linker Financial Group, my role involves assisting our advisors with client meeting preparation and post-meeting execution. My primary responsibilities include pre-client meeting tasks such as uploading current investment statements, acquiring current values of investments, and confirming that all accounts are up to date in eMoney. I also handle post-client meeting implementation of action items and work closely with the advisors to provide daily support. Additionally, I am responsible for marketing and organizing client events. Assisting the team gives me great satisfaction, as I strive to provide quality assistance that ultimately offers value to our clients. I consider myself a detail-oriented "worker bee," believing that the greatest value I can offer is an eye for detail.
Before joining Linker Financial Group, I worked as a legal secretary at Latham & Watkins LLP, a top-tier global law firm, for 17 plus years. I hold a Bachelor’s degree in Business Administration from California State University, Fullerton and I am a notary public.
Born and raised in Orange County, California, I now split my time between Fresno and Orange County. In my personal time, I love traveling, being outdoors in nature, cooking and spending time with family and friends.