I love that I am the key point of contact for our clients and serve as an extension to the EFS Group wealth management team. I have extensive experience in banking and customer service so this is a good fit for me. I am a native of the Storm Lake area and am happy to call Sioux City home. This opportunity at EFS Group allows me to utilize my experience as I schedule appointments, gather contact information and other pertinent information, assist with paperwork and signatures, and make sure the needs of every client are met. I assist the marketing team with client events and live speaking events. If there is anything you need, I am only a phone call away. I really look forward to servicing our clients, getting to know you personally and making a lot of new friends along the way.
I have 3 children and most weekends you will find us fishing at Bacon Creek. I look forward to working closely with every person that comes through our door and ensure that you have the best experience.