Gretchen joined our team overseeing Customer Service and Operations. She is an incredibly positive, warm and engaging individual. Gretchen is a highly organized and reliable executive who will assist in handling the day-to-day operations, servicing client needs, communications, and reports. She will act as the liaison with our Trust Company Bank while maintaining confidentiality of our firm's database and historical documents preserved within our systems since 1985.
Gretchen comes with outstanding standards in customer service while possessing a broad knowledge base in management roles such as: Executive Assistant for financial advisory firm Simon & Company; V.P. of Administration for Fact Based Management; Executive Assistant for People Magazine's Bureau Chief; and Legal Assistant for The Jones Law Firm in Saratoga.
Having grown up in Santa Fe, Gretchen attended the University of Arizona graduating with a B.S. in Exercise Physiology. Her passion for the health and wellness industry inspired her to become a fitness trainer. Gretchen's flair for interior design and home remodeling fueled a desire to become a Licensed Real Estate Broker specializing in residential sales. Working with and meeting new people is a real love!
Saratoga Springs, NY became her home in 2009 when she moved from Chicago with her four children. Her interests are spending time with her children, cycling, hiking, skiing, reading, interior painting, arts, crafts and international travel.