Professional Overview
As the Operations Manager at Jonah Wealth Management, I take great pride in making sure that everything at the firm runs smoothly and efficiently. My role involves opening all new accounts, handling all money transactions, depositing checks, answering phones, and greeting clients. I joined the firm after spending 15 years in the medical field, where I worked in various capacities that have prepared me well for my current position.
Specializations & Motivations
I am motivated by the opportunity to learn more about the financial industry and to help clients plan for their futures. What I enjoy most about my job is keeping everything organized and efficient. I love solving problems, improving processes, and helping our team work more effectively. It's incredibly rewarding to know that my behind-the-scenes work makes a real difference for both the company and our clients. Similarly, empathy is the greatest value I bring to our clients. I truly understand their needs and what they're going through, and I strive to make their experience as easy and stress-free as possible. It's not just about getting things done – it's about listening, being supportive, and helping them to feel valued.
Personal Background & Achievements
On a personal note, my husband Casity and I have a wonderful daughter who keeps us on our toes. My personal passions include spending time with family, camping, riding dirt bikes, and shooting pool. These activities keep me happy and grounded. I love being outdoors, having fun, and making memories with the people who matter most. Whether it's the thrill of a dirt bike ride or just kicking back around a campfire, those are the moments that make life truly awesome!