BIOGRAPHY

Jade works as a Client Services Support Specialist in the Brea branch office. She ensures that all client needs are met in an efficient manner and provides comprehensive support to the firm’s advisors. Her previous experience in Client Relations has given her the ability to accommodate individuals of various backgrounds. Jade also has prior experience in program management, works well in team settings, and thrives in the workplace with her detailed and attentive outlook.

In her spare time, Jade loves spending time with her family and husky, cooking, running, and serving in various roles at her church.