Originally from Denver, Colorado, I joined Scheeler Financial Group in 2019 after graduating from Xavier University with a BS degree and a minor in Business. Shortly after graduating, I began working in the mortgage industry, where I specialized in improving clients' lives by guiding them step-by-step through the entire mortgage refinance process.
What I loved most about the mortgage industry was providing exceptional service and care for clients during important financial decisions. This passion for helping people with their finances led me to make the transition to Scheeler Financial, where I could bring the same energy and dedication to improving people's financial lives in a broader capacity.
As Director of Client Services, I'm responsible for case preparation, service, and underwriting, and various marketing initiatives within our practice. My role allows me to work directly with clients throughout their financial planning journey, helping coordinate the technical aspects of their plans while maintaining the high level of personal service that our clients expect and deserve.
The experience I gained in the mortgage industry taught me the importance of clear communication and careful attention to detail when handling significant financial matters. I bring this same approach to my work at Scheeler Financial, where I'm committed to making complex financial processes as smooth and understandable as possible for our clients.