My role as a Client Services Associate is to give clients the best experience when coming onboarding with Cooper Parry Wealth. This includes working alongside the Paraplanners and Relationship Managers on a daily basis to help guide clients through to help them achieve their bigger picture goals.

What’s top of your bucket list?
To go skiing in Japan.

What did you want to be when you were a child?
I wanted to be ski racer. See a theme emerging?!

Best box set to binge-watch?
The Sopranos.

Which song gets you on the dancefloor?
Anything really – it doesn’t take much!