Executive Assistant
In my role as executive assistant, I help keep projects and operations running smoothly behind the scenes so that our clients and team can stay focused on what matters most.
After nearly a decade of working alongside Tanya, we’ve developed a strong understanding of how to work effectively together to support the entire Align Financial team. I’m passionate about building systems, creating structure, and turning ideas into action. I love capturing the essence of a project or need, conceptualizing effective solutions, and following through on the details to make things happen. Clear communication and thoughtful follow-through are at the heart of how I work – with the goal of helping both our clients and our internal team feel supported, confident, and well cared for.
Outside of Align Financial I am a middle school counselor, where I support the social and emotional needs of students in grades 5-8. A role where navigating complex emotions and unpredictable conversations is part of the job – which, as it turns out, also prepares me quite well for life in a financial planning office! Both roles allow me to bring my strengths – organization, communication, and thoughtful follow-through – to the people I serve. When I’m not working, you’ll often find me spending time with my family, getting outdoors, or diving into a good book.
