Dee is an LPL employee and is part of the Admin Solutions program that supports multiple advisors' businesses. She joins the Grafton Wealth Advisors team with over 10 years of experience keeping clients organized and informed. Previously at Travis Wealth Management, she was honored for her skills in customer care and handling paperwork efficiently. Dee holds an associate degree in applied science management and was awarded the prestigious 2022 Silver Super Star Admin Award, showcasing her dedication to excellence. Dee will be your go-to resource for:

• Processing New Client Paperwork
  
• Overseeing Reporting & Account Transfers
  
• Providing AccountView Support
  
• Scheduling Meetings

Dee was born and raised in Pensacola, Florida, her husband served in the U.S Airforce and is now a Retired Veteran. Outside of ensuring your accounts run smoothly, Dee loves spending time with family, trying new cuisines, and enjoying the sunshine (and maybe a refreshing Starbucks).