As the first point of contact for our clients, Roxie is dedicated to creating a strong and meaningful experience for everyone. Her primary goal is to provide exceptional care in serving clients and supporting our team. Roxie efficiently handles a variety of administrative tasks, including greeting clients, ensuring their comfort while they wait for appointments, check deposit and issuance, and managing both incoming and outgoing correspondence and compliance files. She also directs incoming calls to the appropriate team members.
With 16 years of experience in the financial services industry, Roxie has served in various roles, showcasing her versatility and commitment.
A native of Colorado, Roxie cherishes her family, which includes two daughters, a son, two grandchildren, and two sons-in-law. She also enjoys the company of her two Great Danes and a Corgi-Airedale mix. In her free time, Roxie loves reading, cooking for her family, and spending time on the Mesa.
