My background in running a small business has taught me that where there’s a will there will always be a way, so far that has served me well at here at North Florida Wealth Advisors. I feel fortunate to be a part of the team.
As the assistant for the professionals here at North Florida Wealth Advisors I have been presented with a unique challenge. A challenge to help facilitate paperwork processing and maintaining schedules, a challenge to manage our office - striving for the smoothest of day to day operations. A fun part of the challenge has been arranging client events. I’m fond of interacting with all the wonderful people who walk through our door or give us a call; nothing makes me happier than helping.