Client Service Specialist
As your Client Service Specialist, I’m a stickler for details!
This helps me ensure that your account paperwork is accurate and processed in a timely fashion.
I make sure that access to your accounts and documents is convenient and functioning properly and I use my excellent logistic skills in assisting Nancie, our Client Relations Manager, with various client events.
I begin serving as a Client Service Specialist in 2017 with Seasons Financial Group, LLC.
Seasons operated as an independent financial services firm for over 20 years before merging with SageOak Financial, LLC in January 2022 and now operates as a “sister” brand/tradename of SageOak, where I continue to serve in the Client Service Specialist role.
Prior to joining SageOak/Seasons, I worked many years as a legal secretary, where I gained an array of knowledge within the fields of law and estate planning.
I also put my secretarial skills to great use in proofreading and editing manuscripts for a well-known local author.
I was raised in Bartlesville, OK and have lived in Tulsa my entire adult life.
I have two sons (Zachary and Chase) and two grandchildren (Bonnie and Noah).
Some of my hobbies include reading, painting/repurposing furniture, and antiquing; though I’m happiest when I’m outdoors enjoying time with my dogs, kids, and grandkids!