My entire adult work career has been spent in the financial services industry focused on providing the best client experience to whom we serve. David and my working relationship go all the way back to 1989. Over the years I have held multiple different operation roles. I have assisted onboarding new clients, solving problems for existing clients, developing and refining operating systems as well as leading multiple operational teams focused on the client experience. On Belay Financial Planning is a culmination of our beliefs, ideas and passion about how we want to best provide value and ongoing service for our clients. One of the best things about my job is being able to assist our clients in their time of need. I also prize creating a balance between work and my life by spending time with my husband, son and our two dogs. We enjoy vacationing at the beach each summer and any other opportunities to travel.