As Head of Client Service at California Capital Management, I focus on ensuring our clients consistently receive exceptional service, responsiveness, and attention from our team. I view client service as the foundation of long-term, trusted relationships and am committed to delivering an experience where clients feel informed, supported, and confident that their needs are handled with diligence and urgency.
In my role, I oversee our client service team and serve as a primary point of contact for client service matters. I work closely with our clients and their advisors to support a wide range of needs, with a particular focus on more complex issues such as trust and estate settlements and account transitions. I am committed to ensuring every inquiry is handled thoughtfully and efficiently, with responses provided within one business day, often sooner.
I joined California Capital Management in 2019, bringing nearly 20 years of prior banking experience. I began my career in retail banking, building a strong foundation in client service before advancing into branch management. I later transitioned into private banking within wealth management, where I worked closely with clients on complex financial needs and helped coordinate the broader team to deliver a tailored client experience. These experiences have shaped my ability to lead our client service team, anticipate client needs, and serve as an effective liaison between clients and their advisors.
I look forward to building a trusted, long-term relationship with you.
Outside of work, I enjoy spending time with my family. On most weekends, my husband and I can be found cheering on our two children at their soccer games. In my free time, I enjoy cooking and working out.