I joined Steffens Financial in 2012 as a client services manager. My role is to ensure the seamless onboarding of new clients and the provision of excellent service to our existing clients.

Supporting Financial Advisors

In addition to managing clients, I also provide administrative and operational support to financial advisors Shawn and Shain. Together, we work to help clients meet their financial goals while growing and expanding the business.

Why I Love My Job

One of my favorite things about my job is interacting with clients. Building a trusting relationship is key to my role, and I strive to get to know each client personally to better understand their unique goals.

My Personal Life

My husband Ken and I live on Cranberry Lake in New Jersey with our son Jack. My oldest son, Adam, is a firefighter and lives in Roanoke, Virginia. He and his wife Amy had a beautiful baby boy in May 2024. We've loved watching them grow as parents and are loving being grandparents. Outside of work, I enjoy spending time with my family and friends. We love spending time outdoors, whether it’s boating, swimming, kayaking, or simply relaxing on the lake.

My Passions

Cooking is a passion of mine, and I enjoy experimenting with new recipes and hosting dinners for family and friends. I also love to travel and experience new cultures, cuisines, and adventures.

As an Admin/Project Coordinator at Steffens Financial, my central role revolves around advocating for our existing and potential clients, as well as providing essential support to our internal team. I'm actively engaged in spearheading special projects for the benefit our current and potential clients.

My Professional Career

I've always had a profound passion for helping and advocating for others. From my early days working in nursing homes and recruiting, my main goal has been to support individuals, making their lives easier. I find genuine fulfillment in life's simple pleasures and enjoy connecting with those I assist along the way

My Personal Life

I have four cats: Baby, Loki, Rosie, and Buddy. I am a homebody, where I enjoy reading and playing online games with friends. My dad lives locally in Liberty Township/Mountain Lake, and we love swimming, canoeing, hiking, and camping together when we can. Spending time with my family and friends is incredibly important to me.

My Passions

Crocheting and knitting are my genuine passions. I currently run a small business where I craft and sell my own designs and finished pieces. I'm actively engaged in the Northern NJ art community, regularly showcasing my work at local craft shows. It brings me great joy to have a positive impact on the community through my creative endeavors.