Isabelle joined our team in December 2023 as our Client Service Associate. As the first person you see when you visit our office, Isabelle always greets everyone with a warm smile, setting a positive tone for our clients' experience. She plays a vital role supporting our team through a variety of essential duties and offers critical support to both the tax and wealth management teams, ensuring day-to-day workflows run smoothly.
With a degree in psychology from Fairleigh Dickinson University, Isabelle brings a unique perspective to our client interactions, enhancing the overall client experience with her insights and understanding.
Outside of her professional endeavors, Isabelle enjoys staying active through workouts and values quality time with her family, especially her son. Her dedication to both her work and personal life exemplifies a balanced approach to achieving excellence.
Isabelle's enthusiasm and commitment make her a valuable asset to our team, and we look forward to her continued growth and contributions in her role.
Have a question for Isabelle? Feel free to reach out to her directly.