For my entire career, I have been part of a team that supports clients in their tax, legal or financial planning. I understand that behind every good team are people who understand that details matter. Getting answers for clients takes time, expertise, and tenacity. My role at E. Demmler & Associates is to get the right answer for our clients. Our clients are successful and busy people with a diverse set of needs. They demand accuracy and accountability. That’s what our clients demand and why I joined the E. Demmler & Associates team.
At E. Demmler & Associates, I work closely with vendors and financial institutions to provide comprehensive service to clients. Simply put, my role is to create a concierge service experience for every E. Demmler & Associates client.
I started my career in 2003 at the law firm of Boxer & Gerson LLP as a file clerk. By 2006, I was ready for the challenge of working as an Administrative Assistant for the owner of a tax service franchise of H.R. Block. From 2007 to 2014 I worked as an Administrative Assistant for the Certified Public Accounting firm of Timpson Garcia, LLP. In 2014, Eugene Demmler presented me with the opportunity to work directly with clients as the Client Service Coordinator for E. Demmler & Associates.
As the Client Services Coordinator on the financial services team, I add clarity and simplicity to each client’s financial planning process. I know that working as a team requires a commitment to delivering the highest level of customer service, assuring that every client receives the attention they deserve. Accuracy and confidentiality are absolutely essential for me, as I help set up and monitor a client’s progress towards their goals.
In my free time I enjoy spending time with my husband and four children. You can usually find me on a soccer field or basketball court watching my kids play their favorite sport.