Client Service and Operations Manager
My strengths lie in organization, efficiency, and attention to detail — skills that help keep our team aligned and ensure our clients receive timely, accurate, and high-quality service.
With over three decades of experience in the financial services industry, I began my career in 1992, developing a strong foundation in operations while working in a client support role. I spent 20 years with Raymond James, where I served as a Service Associate and gained extensive experience across a wide range of operational responsibilities.
Since 2003, I have been an integral part of Williams Wealth Management, serving as Client Service and Operations Manager since the firm’s inception. My strengths lie in organization, efficiency, and attention to detail—skills that help keep our team aligned and ensure our clients receive timely, accurate, and high-quality service. I take pride in supporting both the team and our clients through a seamless operational experience.
Outside of work, I am deeply family-oriented and grateful to be a mother of two. My daughter, Tori, is a 7th-grade science teacher, and she and her husband, Charlie, are expecting my first grandchild in June 2026. My son, Zach, is a dedicated Greenville County firefighter who has pursued his passion since high school. Both of my children were adopted from Russia in 2004, and they continue to inspire me every day with their intelligence, creativity, sense of humor and compassion for others.
In my free time, I enjoy traveling, especially visiting botanical gardens, museums, and historic sites. I also have a passion for photography and scrapbooking, which allow me to capture and preserve meaningful moments.
