As Client Services Manager at Milne Financial Planning, my focus is on making sure clients feel supported, heard, and well cared for. I love serving as a resource for clients, helping answer questions, solve problems, coordinate follow-up and help keep client needs and requests moving forward.
As a Certified Public Accountant licensed in Vermont, I bring a strong financial background, attention to detail, and a practical approach to my role. I love connecting with clients and their families and being someone they can turn to when they have a question or need help navigating an issue.
I'm a lifelong Vermonter and a founding member of the Rotary Kingdom Impact Club. My husband, Jamie, and I have five grown daughters between us and are proud grandparents to four grandchildren. Family is an important part of our lives, and we enjoy spending time together whenever we can.
I'm happiest when I'm sipping my morning coffee, prepping food in the kitchen, taking walks with family and friends or enjoying a good movie night at home.
