As Client Services Manager at Cherokee Investment Services, my job is to make sure that your money is where it needs to be. I am a problem solver, a detective, and a keen negotiator (and sometimes an amateur therapist). I began my career in finance in 1996 at a Raymond James firm in Las Cruces, NM. I joined Jon at Cherokee Investment Services in 2005, obtained my securities license in 2006 and have been learning and developing my skills ever since.
Our sustainable investing platform aligns perfectly with my belief that it is our duty as humans to care for each other and our environment. Investing responsibly allows us to feel good about how our money is working for us. I really enjoy helping clients plan their charitable giving using their thoughtfully curated portfolios. I also appreciate our partnership with Bank Cherokee for volunteer opportunities in our community.
I love to keep my social calendar full of activities with friends and family. Living in Roseville with my boyfriend, Joe and my son, Cirdan, I have easy access to the culture of both St Paul and Minneapolis. You can find me dancing to live music (especially at outdoor festivals), going to the theatre, browsing art fairs, cheering on the Twins and Saints, and attending what is for me the epitome of summer in the Twin Cities, the Minnesota State Fair. In my much needed quiet time, I love a good story – books, movies, TV series.