What’s Your "Why"?

I joined ClaimWizard because the company’s values align deeply with my own professional philosophy. As an Executive Assistant, I am driven by a passion for helping others, and ClaimWizard’s mission of empowering people to succeed resonates with my dedication to creating the high-level support structures necessary for growth. For me, it is about more than just managing operations; it is about making a positive impact by removing obstacles and providing the strategic partnership that enables our leadership and our clients to thrive.

What’s a Fun Fact About You That Not Many People Know?

A fun fact many don't know is that baseball is in my DNA. My great-grandfather was a professional scout, and his legacy engrained a deep love for the sport and its nuances within our entire family. From him, we learned to look beyond the surface to identify the grit, character, and "intangibles" that truly lead to success.

As an Executive Assistant, I apply this "scout’s eye" to my work by anticipating needs, recognizing potential, and making the strategic adjustments necessary for our team to win. For me, baseball is the ultimate reminder that with the right preparation and support, every "at-bat" is an opportunity to thrive.

What’s the Best Piece of Career Advice You’ve Ever Received?

The best career advice I’ve ever received is that “your reputation is built in small moments, not just big wins”. It’s about how you handle stress and how you treat those who can’t necessarily help you in return.

I’ve learned that the most impactful leadership isn't found in a single grand gesture, but in the consistent, quiet integrity of everyday interactions. By prioritizing respect and reliability in these 'small' moments, I build the trust and foundation necessary to help your entire team thrive.

What’s Your Favorite Thing About Working at ClaimWizard?

My favorite part about working for ClaimWizard is being part of such a fantastic team. While every day brings a new adventure and its own set of challenges, our team remains consistent and steady through every high and low. This resilience is a direct reflection of Dave and Lynette’s leadership; they operate with a true people-first mindset. For them, it is never about how the company can do better for them, but always about how they can do better for others.

As an Executive Assistant, I deeply value this stability. Having such a dependable foundation allows us to navigate the fast-paced nature of the public adjusting industry with confidence. Because we are anchored by this shared mission of empowering others, we have the collective resilience to thrive and deliver our best for our clients, no matter what the day brings.

Professional Background

I am a business professional with over 20 years of experience in operations, human resources, and high-level administrative support. In my current role as an Executive Assistant, I leverage my background in business process optimization to act as a force multiplier for leadership, ensuring our team operates at its highest potential.

Having spent the last decade deeply rooted in the legal sector, I have a refined understanding of how to navigate complex, fast-paced environments with poise. My professional philosophy is that impact is found in consistent, quiet integrity focusing on the small, daily moments that build trust and long-term success. I apply a "scout’s eye" to everything I do, anticipating needs and making strategic adjustments that allow my team to thrive.

As an active member of the San Antonio community,  I am proud to continue my work with the True Compass Veterans Foundation, the San Antonio Women’s Chamber of Commerce, and San Antonio Women Leaders. I remain deeply committed to empowering others through volunteerism and mentorship, finding purpose in the daily work that leads to a winning season for everyone involved.

Personal Background and Interests

When I’m not at work, I stay balanced through my favorite creative and active outlets. I enjoy the quiet, meditative process of watercolor painting, which helps me slow down and appreciate the small things. I’m also a huge music lover; there’s nothing quite like the energy of a live show or the joy of discovering a new artist to recharge my battery. To stay active, I head to the tennis courts or the golf course, where I love the mix of strategy and movement.

Professional Milestones

• Adept at navigating diverse leadership styles, serving as a strategic bridge to ensure alignment and a cohesive operational strategy.

• Committed to fostering a culture of operational excellence by mentoring cross-functional teams and architecting scalable frameworks that align departmental growth with ownership’s long-term vision.

• Refine and implement a high-efficiency executive operations workflow that eliminates redundant administrative tasks, significantly expanding the leadership’s capacity for strategic growth and long-term business development.

Key Skills & Expertise

• Hospitality & "People-First" Mindset: In an increasingly automated world, the human element is a great asset. I prioritize the human element in every interaction, acting as the "cultural glue" for my team. My goal is to ensure that every stakeholder feels heard and valued, creating a professional experience rooted in respect and genuine support.
• Change Management & Agility: In a fast-paced environment, I can act as a steady hand during organizational shifts. I help the team pivot quickly when strategies change, ensuring that communication remains clear and morale stays high during transitions.
• Project Management Leadership: I lead special projects from inception to completion by managing cross-functional teams and setting realistic milestones. I take pride in my ability to drive results and hold others accountable through influence and collaboration.

Vision for the Future

My commitment is to remain a student of the Public Adjusting industry, deepening my expertise to better empower our leadership in their service to our clients. I believe that client success is our ultimate metric; by refining our internal operations and mentoring our team, I aim to ensure every client achieves their highest potential for long-term stability.