

My back ground has always been a "support" role that eventually turns into leadership because I love the people connection. I am good at supporting as well stepping up to the plate and taking charge as needed. I can handle high level stress in a clinic during a difficult procedure as well as the stress that being part of a high level financial planning firm brings.
I manage complex scheduling and client communication for 2 high level Wealth Management Advisors and the Managing Director for Northern Colorado/Wyoming.
My job also includes planning client appreciation events/gifts, team development meetings and community service projects.
I am the one who will greet the clients as they come into the office to meet with our team, and often am the one who knows the family "story" and get to pass that on to the Advisors since the clients view me as a friend to chat with while they wait for the Advisors to meet with them.
I assisted in patient care and chairside procedures. Managed appointment scheduling and patient records using dental management software, followed strict sterilization protocols to maintain compliance with health regulations as well as supported the Dentist and Hygienists during examinations. Building a trusting relationship with my patients over the years was the highlight of the job.