Why do you enjoy working at Panoramic?

Andrew's values align with mine, and his loyalty and integrity impact everything he does. I appreciate the way he models a healthy work/life balance for his employees without sacrificing a high standard of business and professionalism. We collaborate well and our combined skill set ensures that clients are getting the very best in financial planning and administrative care. I am so proud to be part of this team.

Oustide of work, what do you love to do?

I enjoy cooking, walking, reading, and having a glass of wine with a view. 

What’s your favorite movie quote?

"Words are in my not-so-humble opinion our most inexhaustible source of magic, capable of both inflicting injury and remedying it." - Dumbledore

What makes you good at Director of Client Services?

My meticulous organization, efficient work ethic, my ability to anticipate and take care of needs, and my desire to serve have been essential skills in every position I've ever held from retail, to the nonprofit sector, to the medical field, and now in finance. As I serve our clients I want them to succeed and reach their financial goals, and I want to be a part of making that happen.

What about your career/life are you most proud of?

By far my greatest achievement is being a producer and developer of two little humans!  

If you could work any job in the world, what would it be?

I’d be a travel writer like Rick Steves!

Who would you love to have over for a dinner party?

Beth Moore, Ree Drummond, Joanna Gaines, Dolly Parton, Jennifer Garner

Experience:

Scheduling & Support Services Coordinator, Santa Rosa Community Health (6 years)

Administrative Assistant, First Presbyterian Church Fresno (5 years)

Education:

B.A. in Literature, Point Loma Nazarene University

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