Administrative assistant
I am an experienced administrative assistant with over 25 years in financial services. Prior to joining Atkinson Wealth Strategies, I held a California Life and Health insurance license for 17 years while working for AIG, UBS, and LPL Financial. I have experience in operations, management, compliance, licensing, contracting, office administration, training, and tax preparation. I was born and raised in La Jolla, CA prior to moving to Boulder, CO to complete high school and then went on to the University of Colorado where I earned a Bachelor of Arts degree in Psychology and Art History. I love to travel the world, and spend two weeks a year in Palm Springs and Palm Desert. I’m an active volunteer for Promises2Kids-San Diego Center for Children, Polinsky Children’s Center, Camp Connect, Guardian Scholars, and Foster Funds.