I’ve recently joined Mosaic Financial Associates as their Marketing Assistant in January of 2019. I work to bring financial awareness of all that Mosaic can provide to our clientele, whether that be through one-on-one contact, social media, or public seminars. I oversee that the company is being represented correctly and conveys the message we would like to send to our current and prospective clients: we are committed to providing a holistic and easier approach to your financial planning. I also provide general administrative assistance to both our staff as well as our clients.
Not only do I enjoy bringing awareness to prospective business, but I also work hard to accommodate time-sensitive and strenuous schedules. I am fully dedicated to providing our clients with the utmost service and easy transition into joining our family.
My passion is to connect with individuals and be the initial contact when guiding them towards financial stability, wealth, and reassurance.
Currently, I am a sophomore in college preparing myself for the transition to Arizona State University, where I’ll attend the W.P Carey School of Business. I am working towards my Bachelor’s degree in Digital and Integrative Communications, a subset of the Marketing field. My dream is to then continue on to earning my Master’s somewhere in the business law area. With the free time I have, I love to explore the outdoors via hiking, mountain biking, or off-roading in my Can-Am. I also enjoy traveling to study other cultures with a focus on architecture.
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Securities and investment advisory services offered through NEXT Financial Group, Inc. Member FINRA/SIPC. None of the named entities are affiliates of NEXT Financial Group, Inc. Neither NEXT Financial Group nor its Representatives give tax or legal advice.