V.P. of Operations
As the V.P. of Operations here at Water Street Financial I strive to make our process with clients as seamless as possible. Day to day, I work on managing operations, onboarding new employees and developing and maintaining procedures to ensure a positive client experience, combining best practices and available technology. I’m also responsible for implementing and sustaining compliance procedures and training and supervising administrative staff.
I have almost 20 years of experience in the financial services industry. Before joining the Water Street Financial team in 2016, I spent 8 years with First Bank Wealth Management, along with Chris Cotterell and Ryan Oates. I actually worked with Chris Cotterell at another local investment firm as well, prior to joining First Financial Advisors of First Bank.
In my free time, I enjoy being with my family, cooking, watching old movies and am also an avid fan of Lucille Ball.