I serve clients every day through completing various service functions, including being the primary point of contact for various projects and administrative functions. My goal is to make client onboarding, ongoing service, and account maintenance a painless process for everyone. I also help to create an inviting atmosphere in the office.
I came to Schwallier Wealth Management LLC after spending over 25 years in the insurance industry. I bring expertise in document control and streamlining, customer service, and special project management to the SWM team.
I reside in northwest Grand Rapids with my “fur baby," a daisy dog named Riley. I enjoy spending time with friends and family, cycling, all forms of needlework, reading, and travel.