I am the Client Services Manager and I joined Benedict Financial in June 2012. I work closely with the advisors and clients to ensure the client knows that I am here to give them the best experience possible. My main focus is opening new accounts, servicing existing accounts and making sure the needs of the client are met.
I was born in New York, but moved to the south at a very young age and grew up in Hilton Head Island, South Carolina. I attended the College of Charleston and moved to Atlanta in 1996. I have two children, Jake and Emily. Jake is an attorney living in Knoxville, Tennessee. Emily lives in Birmingham, AL and is an Occupational Therapist and works at University of Alabama hospital. She is married to Josh, and he is a CPA. I think that covers anything I may ever need!
I love my job and I hope that comes across to each client I interact with. I feel very lucky to work with this team of advisors who make this such a special place to work.