Working at Story Wealth is a positive challenge for me because we are always striving to make things more efficient in the office and for our clients. As the Project Manager it’s my responsibility to make sure all of our systems and processes are reviewed and improved. Anne and David call me the go-to person of the office because I get things done!
At Story Wealth we really care about our clients and our staff so my role is always busy making sure everyone is looked after and able to achieve their goals. You might not meet me because I’ll be working in the back office but it doesn’t mean I wont know you!