Chantel joined the Crux Wealth Advisors team in 2021 as an Executive Assistant at our Denver, CO office. She is a valued team because of the broad skillsets she brings to our organization, from her impeccable organizational abilities to her clear communication skills and task-oriented approach, among many other characteristics.
Her role requires the support and execution of daily tasks and responsibilities for the many functions on our team. This includes being a resource to our leadership team and financial advisors, managing a varied task list to support a fast-paced environment, scheduling reviews, processing paperwork, and facilitating and promptly completing requests from clients. Chantel naturally gravitates toward taking on many responsibilities, which prepared her for the nonstop pace that her position requires.
Chantel is detail-oriented and focuses on finding solutions. She is not only a reliable resource on our team but also a positive and upbeat colleague. If an issue is identified, she will take the steps necessary to solve it, including research to understand all facets of a problem and the many possible solutions available.
Prior to joining our team, she began her career with Presidential Wealth Management in 2009 and gained valuable experience that she applies to her current position. Chantel attended Metropolitan State University in Denver, CO.
My husband, Max, and I keep busy raising our family of five. We are proud parents of our fantastic children, Chelsea, Connor, and Carthage. They keep us on our toes, but we wouldn’t have it any other way. We love spending time with family and friends and take advantage of the chance to travel whenever we’re able. Whether that means exploring new places close to home or traveling to destinations far away, the time spent together creating memories and learning about new places is the best gift.
There’s nothing in my life that is more important to me than my family. I’m incredibly fortunate for their support because they push me, make me laugh, and also remind me of the necessity to slow down and enjoy our time with each other.
