Meet The Team

Client Service Associate

With over 10 years' experience in the Wealth Management industry and over 20 years' experince in Customer Service, Lily thrives on client satisfaction. She handles day-to-day client support as well as client administrative duties and requests with a smile and eagerness to always put the client first. As your first point of contact, Lily will help to take care of your needs and keep you informed each step of the way. 

In her spare time she enjoys spending the summer months camping with her husband, 3 kids, and 3 tenacious dachshunds. When not camping you will find her in the back yard BBQ'ing, entertaining family and friends alike.