As the Client Relationship Manager supporting Lindsey Wedner and Stuart Valen, I serve as the primary point of contact for clients, making sure every interaction is seamless, responsive, and personalized. I’m passionate about helping others and take pride in creating a welcoming, dependable experience for every client we work with.
I’m a graduate of the University of Pittsburgh, and I’ve spent my entire career in the financial services industry. Over the years, I’ve developed a strong foundation in client service, organization, and day-to-day operations, helping ensure our team runs efficiently and that clients always receive the highest level of care.
Outside the office, my husband and I enjoy watching local sports and are devoted fans of the Pittsburgh Penguins. I also enjoy spending time with friends and family and finding moments to unwind between game nights and busy days at the office!