Client Relations Manager
As the Client Relations Manager, I’m your first line of support here at SageOak. I make sure that your experience with us is one that is comfortable and satisfying.
With my personable nature and can-do attitude, I go the extra mile in answering your questions and resolving any issues that may arise.
I also help coordinate and plan our client events, including open houses, charitable fundraisers, and our annual Town Hall gathering.
For over 15 years, I have been the welcoming face of hospitality for 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 Relations Manager role.
I have also served as the Chapter Executive for the Tulsa Chapter of the Financial Planning Association (FPA).
While working with the FPA, I planned member meetings and events, coordinated administrative duties, and acted as a liaison between the membership and board of directors.
Prior to coming to SageOak™/Seasons, I worked in the oil industry as a division order analyst with the now-infamous Enron.
I have also worked in the personal beauty industry as a national make-up artist working with world-class industry giants like Estée Lauder and Neostrata.
My personal interests include spending time with my husband, daughters, and 5 grandchildren (so far!).
I also enjoy traveling with my identical twin sister every chance I get (she’s Francie Lue and I’m Nancie Sue!).
I’m very active in my local church, serving as one of the only female ushers, and I enjoy working out and supporting causes close to my heart!