I am a Client Service Coordinator based in San Diego, specializing in providing comprehensive support for both the accounting and tax departments. My role involves acting as a primary liaison between clients and our firm, ensuring that all client inquiries are addressed promptly and effectively

I hold a Bachelor’s degree in Business Administration with a focus on Accounting from San Diego State University.

Prior to my current role as a Client Service Coordinator, I gained valuable experience working in the Worker’s Compensation field within the Treasury Department by playing a key role in reconciling bank accounts at the end of each month, ensuring that all transactions were properly recorded and accounted for. This experience allowed me to develop strong attention to detail, proficiency in financial software, and an understanding of the importance of accurate record-keeping in the financial industry.

A fun fact about me is that I lost over 100 pounds in a span of two years and go clam fishing on the weekends

“Don’t wait for opportunities, create them.” – Charles R. Schwab