As the leader of the Operations Team, it is my responsibility to ensure every client receives the best experience possible. I work closely with my team to keep them informed of any regulatory and procedural changes.

I train each member of my team in the fine art of building solid client/advisor relationships. We work together with the advisors to synthesize complex strategies and fulfill many needs for our clients and our firm. I work with the financial advisors on myriad projects, help answer questions, and help to build custom financial roadmaps for each client.

I strive to give every client I meet superb customer service because I believe it’s not the job that makes you successful, but how well you do the job. Fortunately, IAG has a strong team environment where we are all encouraged to grow to our full potential and achieve our own personal goals–even as we work hard toward helping our clients pursue theirs.

The leaders of the company welcome and encourage our ideas. This empowers us to take a fresh look at everything we do to ensure we’re doing the best possible job for each and every one of our clients.

I love the people I work with, and I consider them a second family. When you work with us, you’ll feel like family too!