As an account administrator for the Pittsley Investment Group, my work philosophy is to provide you with unparalleled and personalized customer service and to assist you with the same level of support I would extend my loved ones.
I earned my associate’s degree in business from Indiana Wesleyan University in 2007. I have over 40 years of extensive experience providing high-level administrative support and customer service.
A few examples of the tailored customer service I can provide are divorce and estate settlements, opening new accounts, beneficiary updates, asset movement, notarizing documents, and ensuring our branch is up-to-date on all SEC (Securities and Exchange Commission) and FINRA (Financial Industry Regulatory Authority) regulations and internal Wells Fargo Financial Advisors Network policies. Additionally, I adhere to stringent authentication and security measures utilizing encryption software to combat client identity and cyber theft.
I live in Fortville with my husband, Gary, and our two sweet and very spoiled rottweilers, Hope and Charli. Our lovely granddaughter, Juliana Mae, fills us with joy and keeps us busy with sporting events, crafts, and cooking. In my free time, I enjoy traveling, camping, and playing board games with family and friends. I always have a good book in tow and enjoy browsing antique shops, and hiking the trails of our beautiful state parks.
“People don’t care how much you know until they know how much you care.”
– Theodore Roosevelt