I believe in being a true team player at Whitten Retirement and working in tandem with our team to see our clients rise together.
My role is to assist in helping our clients open accounts, transfer money, fill out paperwork and ensures that the business side of our office runs smoothly.
My main priority is to guide and educate our clients and make the complex seem simple. I love working with people and supporting them as they grow, learn, and succeed.
