I've been an essential part of the client service experience at Haberl Wealth Management for the past five years. With more than 20 years of combined experience in customer service, office administration, and financial operations, I bring both depth and reliability to every aspect of the practice.
Clients quickly discover that I'm Chris's right-hand person, the one who keeps the office running smoothly and ensures every client receives prompt, accurate, and thoughtful support. If you need answers, I'm often the first and most dependable resource. My professionalism is matched only by my warm personality and welcoming smile.
My background spans multiple facets of the financial industry, including seven years at Wells Fargo Bank, two years in the finance department of a national advertising and marketing firm, three years in the mortgage industry, and a decade supporting independent entrepreneurs in administrative and operational roles. This broad experience gives me exceptional insight into client needs and firm operations.
I'm married and the proud mother of three daughters. I bring exceptional organization, energy, and a genuine commitment to service, qualities that make me an invaluable part of Haberl Wealth Management and a trusted ally for our clients.