Daisy supports our clients with thoughtful, attentive service while managing workflows and maintaining high service standards.
She combines an extensive background in the insurance industry with more than a decade of work at Winch Financial. She offers a keen understanding of client account management and an ability to explain each nuance.
In addition to answering phones, helping with general information and scheduling appointments, Daisy works as a sub-advisor, taking notes in client meetings and processing paperwork.
She is the proud and very involved mother of four children, Dylan, Adayla, Orryn and Everytt, and a grandma to two little girls.