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Tish strives for excellence in serving our clients and assisting our team on a daily basis. She takes care of the administrative needs of our team, assisting clients with any questions or requests they may have in a timely and efficient manner.
Tish enjoys fostering close relationships with the families and individuals we serve, helping ensure they receive a high level of attention and support.
She also manages a wide range of administrative matters, from account maintenance and service requests to our client communications. Empathetic and detail-oriented, her goal is to always make working with us easy and effortless.
Before joining our team in 2022, Tish was a senior branch office administrator and limited partner with Edward Jones.
Tish is originally from Huntington Beach, California, and now lives in Surprise with her son, Nico. When not in the office, Tish enjoys baseball games, traveling, spending time with friends and family, and the latest home improvement project.