I’m the Operations Manager at RFB Financial Strategies, where I focus on creating efficient systems, supporting our advisors, and ensuring our clients receive thoughtful, organized, and reliable service. I’m passionate about building processes that not only improve day-to-day operations but also strengthen the overall client experience.
I graduated in 2019 from the University of Pittsburgh at Johnstown with a B.A. in Sociology and a minor in Psychology. My educational background has shaped the way I approach my work. Studying sociology and psychology gave me a deep appreciation for how people think, communicate, and make decisions—insight that proves invaluable in financial services, where integrity, empathy, and clear communication are essential.
Growing up in a military family greatly influenced who I am today. My father served a career in the United States Air Force, which meant we moved frequently and lived across the country, including Texas, Alaska, and New Mexico. Experiencing different communities and cultures from a young age taught me adaptability, resilience, and the importance of building strong relationships wherever you are. Eventually, our journey brought us to Pennsylvania, where my father was born and raised.
I bring three years of financial services experience to my role as a Financial Professional at a Fortune 500 company. Additionally, I have hands-on work in Medicare sales and enrollment. Supporting individuals as they navigated important healthcare decisions gave me firsthand experience in simplifying complex information and guiding clients with confidence and care.
As Operations Manager, I thrive behind the scenes, ensuring workflows run smoothly, deadlines are met, and our team has the structure and support needed to focus on delivering meaningful financial guidance for our clients. I enjoy problem-solving, refining processes, and finding ways to improve efficiency while maintaining a personal touch in every client interaction. I strive to lead with integrity, adaptability, and heart. My goal is to continue growing in the financial services industry while making a positive impact on the clients and colleagues we serve.
Outside of work, I live in Hidden Valley, Pennsylvania, with my boyfriend Ryan, my stepdaughter Zarra, and our dog, Guinness. Family time is incredibly important to me. Whether we’re enjoying the outdoors, attending local events, or simply relaxing at home, I value being present and making memories together. In my spare time, I love hiking and taking advantage of Pennsylvania’s beautiful scenery. I’m also a dedicated Boston Celtics fan and enjoy watching games whenever I can. Concerts are another favorite pastime—I love the energy of live music and the experience of sharing it with friends and family.