I am a Client Support Specialist at GilesMcPhail Wealth Management, where I support our clients with professionalism, care, and a genuine commitment to their financial well-being. I entered the financial services industry because I love helping people navigate decisions that truly impact their lives. In college, I didn't understand loans or financial planning, and it left me feeling unprepared. Once I began learning about finance, I realized how valuable good guidance really is. That experience sparked my interest in this field and inspired me to help others, particularly women my age, avoid that same uncertainty.
What motivates me most is the opportunity to grow my knowledge every day while creating meaningful connections with clients. I genuinely enjoy the client interaction aspect of my role: being able to help people, answer questions, and serve as a supportive point of contact during important moments in their financial lives. The most interesting part is getting to know who clients are beyond the paperwork, learning about their backgrounds and what matters most to them. I also enjoy the marketing side of my role and collaborating with everyone in the office. The creativity, energy, and teamwork keep every day interesting.
I am originally from Plymouth, Massachusetts, and currently live in Oxford, Mississippi. Coming from the North, I had no idea how incredible SEC football games could be. My mom, Karen, is everything to me and has shown me to always persevere and give it my all. In my free time, I love all things art, including painting, needlepointing, and making jewelry. I have two dogs, Fenway and Theo, named after the Boston Red Sox.