With previously 10 years of hospitality and event management experience I am excited to be able to use my detail orientated, multi-tasking & social skills here at The Planning Center. My responsibility as the Client Services Specialist is to provide support to the entire TPC team, manage client paperwork between the custodians Axos Advisor Services and Schwab, and create a welcoming, comfortable environment for all clients and staff. Seeing happy clientele is what helps me continually strive to make each interaction unique and successful for everyone involved.