I joined CapSouth in 2022 as a Client Service Associate in Dothan. In this role, I assist within the Retirement Plan Division, where I help manage and optimize retirement plans for our clients, ensuring they are tailored to meet their financial goals. Additionally, I help maintain personal wealth relationships, providing support and guidance to address the unique needs of each client. My operational duties include streamlining processes, enhancing client communication, and ensuring compliance with regulatory standards. I have a passion for helping others, and I strive to ensure clients have an excellent experience by delivering high-quality service, building trust, and fostering long-term relationships. My commitment to continuous learning and professional development allows me to stay updated with industry trends and best practices, further enhancing the value I bring to our clients and the CapSouth team.
I currently reside in my hometown of Dothan. In my free time, I enjoy spending quality time with my family and friends. I am passionate about traveling and experiencing new cultures, giving me new perspectives fostering my personal growth. Additionally, I am an avid learner, constantly seeking opportunities to acquire new skills and knowledge, whether it’s through reading, attending workshops, or pursuing new hobbies. This commitment to continuous improvement not only benefits my personal life but also enhances my professional capabilities.
