SPECIALIZING IN ADMINISTRATIVE ASSISTANCE, MARKETING AND CREATIVE SUPPORT FOR BUSINESSES
Notary Public + Notary Signing Agent
Serving North County, San Diego
Time Management Solutions. Do what you love, delegate the rest.
Want to know why successful Executives, Financial Advisors, Real Estate Brokers and busy business owners keep choosing to work with me? I am a highly skilled executive assistant who is flexible, efficient, professional and easy to work with. By working with me, you get to focus on what really matters, while someone else handles your day-to-day, mundane tasks.
I am also a Notary and a Notary Signing Agent.
With over 30 years in the Securities/Brokerage industry and 10+ years in the Creative and Graphic Design field, I bring a multitude of skill sets to the table in assisting business owners achieve the work-life balance they desire by taking care of the daily back-end tasks that take you away from building your business.
SERVICES
Committed to Your Business
ADMINISTRATIVE SUPPORT
Organized and Efficient
Specializing in assisting RIA (Registered Investment Advisors) with client support, paperwork, on-boarding and general day-to-day administrative tasks. I work daily with individual advisors at RIA firms (clearing through TD Ameritrade & Charles Schwab) and am extremely efficient and knowledgeable with their platforms.
GRAPHIC & DIGITAL DESIGN
Need a branding refresh or new Marketing Materials?
I've been designing professionally for over 10 years and have assisted hundreds of small business owners and boutiques better define their branding and provide solutions to streamline their marketing. From Business Cards to Custom Product Branding and Logos.