Client Service Coordinator
Alyson is frequently the first-person clients speak to when they call the office. She is also the greeter of all visitors to the office. She handles many of the day-to-day requests of clients. As a member of the Diamond team, she works closely with the advisors to ensure a positive experience for all clients. Her skills include: a high level of organization and a smile in her voice.
Alyson has been a team member of Diamond Wealth Management for nearly three years. Prior to her entrance in the financial services industry, she had worked with a wide variety of businesses from start-ups to large corporate entities in several industries.
Spending time cooking meals for friends and family is a source of enjoyment for Alyson. She also enjoys studying the lives of the women who made a difference in history.
GETTING TO KNOW ALYSON
Favorite quote: The greatest risk in life is not taking a risk.
Hidden talent: Focusing on the positive
Favorite book: Pillars of the Earth
What motivates you: Doing the best job possible
Favorite holiday: Thanksgiving
Biggest accomplishment: Still working on it