CONGRUENT WEALTH - Key Persons
Job Titles:
- Managing Director, Operations
Job Titles:
- Private Wealth Advisor / Owner
Job Titles:
- Client Relationship Manager
I am a Client Relationship Manager at Congruent Wealth, where my primary responsibility is to provide exceptional administrative support for client accounts. With over 6 years of experience in the financial services industry, I specialize in account management and have a deep understanding of the needs and goals of our valued clients.
Before joining Congruent Wealth, I worked at BKS Partners, where I honed my skills in client relations and financial planning. Along my professional journey, I obtained an MBA from Rollins College, which has equipped me with a solid foundation in business strategy and management. Throughout my career, I have obtained several securities licenses, including the Series 7 and 65, as well as the 2-15 license in the state of Florida. These licenses enable me to provide comprehensive financial guidance and support to our clients, ensuring they make informed decisions about their investments.
As an Administrative Assistant and LPL employee, I am part of the Admin Solutions program that supports multiple advisors' businesses.
I partner closely with advisors, offering support on administrative tasks and client management functions. It brings me immense joy to interact with advisors and clients, as I genuinely enjoy getting to know them and assisting them in any way I can. My position is also part of LPL Business Solutions, and I am proud to be a member of a team that provides industry-trained LPL professionals who simplify operations and streamline advisors' practices.
With a career spanning 15 years in the financial services industry, I bring a wealth of experience to my role. Prior to joining LPL, I worked as a transition consultant for Cambridge Investment Research. However, in 2022, I seized the opportunity to join LPL and apply my expertise in working with advisors through the Admin Solutions Program. As an Administrative Assistant, I am committed to providing exceptional support and ensuring that operations run smoothly for our advisors. I look forward to the continued growth and success of our team.
As the Office Manager at Congruent Wealth, I am responsible for coordinating marketing efforts, including graphic design, and handling various office needs as they arise. With a focus on communication and client service, along with strong problem-solving and analytics skills, I strive to ensure that everything runs smoothly for our entire team.
Prior to helping launch Congruent Wealth, I dedicated 14 years of my life as a stay-at-home mom. Before that, I served as a Regional Marketing Manager for Regency Centers, a prominent commercial real estate company. In 2001, I obtained a Bachelor of Business Administration in Marketing and a Master's in Business Administration in 2007 from the University of North Florida.
What truly motivates me is upholding the core values and goals of Congruent Wealth. I am driven by a desire to consistently deliver excellence and provide exceptional service to our clients and team members. Each day, I find joy in learning about the financial services industry and discovering ways to utilize my talents to contribute to its success.
Born and raised in the beautiful city of Jacksonville, Florida, I am proud to call it my home. I currently reside here with my husband, John, who is my biggest supporter. Together, we have three amazing children - Foster, Lucienne, and Josephine - who bring immense joy to our lives. Our family is completed by our two lovable dogs, Teddy and Buddy. In my free time, I indulge in various activities that bring me happiness and fulfillment, such as yoga, traveling, graphic design, exercise, and tennis.
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.