As an Appointment Setter at PCC Wealth, I play a key role in introducing new clients to our team and helping them take the first step toward their financial goals. I enjoy building rapport and making sure each person feels supported right from the beginning.
When I’m not working, I love staying active through fitness, exploring new destinations, and spending quality time with my dog and family. Whether it’s a quiet day at home or an adventure outdoors, I value making meaningful memories.
Private Client Consultancy is excited to announce that we have moved to a brand-new office space, designed to better serve our clients and reflect our continued growth.