My journey with Wilcox Financial Group began as a client. After graduating college, I knew I needed to learn more about money and wanted education, guidance, and accountability around my finances. Working with Sarah and Nicholle gave me the clarity and confidence I was looking for, and after a few months creating my financial plan, an opportunity opened to join the Wilcox team—the rest is history!
Over the years, I’ve grown into the role I hold today as the Office Manager, continually expanding my skills and craft to support both our clients and our team. I play an integral role in ensuring our client service process runs seamlessly and efficiently, overseeing the day-to-day operations of the office—ranging from scheduling and client communications to administrative coordination, so our team and clients can focus fully on achieving their goals.
At some point in your journey with Wilcox, I will likely assist you in some way, and I take pride in making every interaction warm, welcoming, and efficient. One of my favorite parts of my role is being a consistent presence throughout our clients’ journeys. I believe confidence starts with feeling secure, and when clients feel heard, supported, and cared for, they’re empowered to move beyond survival mode and focus on truly thriving.
Being part of a boutique, people-first firm allows me to help create an environment where both clients and team members feel valued, trusted, and empowered to succeed.
Outside of the office, I enjoy spending time with my beagle, Clinger, who I’m completely obsessed with. I love to read, unwind with a good TV show (especially reality TV!), and always have a playlist running—there’s almost always music bopping around in my head.