I've been working at Carlozzi Financial Services for many years, handling various accounting duties, and as of the end of 2020, I am now the Executive Assistant/Controller for the company. I received my Bachelor's Degree in Accounting from Youngstown State University, and over the years I have honed my skills as a Senior Accountant and Controller in various industries.
At Carlozzi Financial Services, I manage the office, perform all the accounting functions, and am responsible for Client Servicing and Business Processing. I take pleasure in talking with the various generations of clients we have served throughout the years, and I'm dedicated to ensuring that they receive the best possible service.
Although I've been working with the company in a limited capacity for the past 25 years, I came on full-time at the end of 2020, and I'm excited to take on an even greater role in the company's success. I am originally from Girard, OH and currently reside in Poland, OH with my husband Mark. We have three children, and I enjoy reading and traveling in my free time.
I am committed to making a positive impact in the lives of our clients and I look forward to working with you to help you reach your financial goals.