Client Service Associate
Prior to joining the Rebalance team, Frances spent over a decade in Business Management working with high-powered entertainment clients in Los Angeles, California. During her time at Schur & Sugarman CPAs, Frances was responsible for her clients’ day-to-day bookkeeping and specific financial needs, and ensured that financial stressors were eliminated on the client end.
Her experience working with elite clientele and complex accounts helped broaden Frances’ ability to tailor match client needs and have an intuitive approach to dealing with each individual’s unique situation. As Client Service Associate at Rebalance, Frances provides support for our firm’s planning team and assists in all aspects of client service.
Frances enjoys any and every outdoor activity including kayaking, skiing, swimming, biking and marathon training. Frances has been married for 6 years and enjoys time with her active toddler. She is passionate about volunteering in her church community, mentoring middle school girls, and providing aid at her local women’s shelter. Whenever she is not busy with work and her extracurriculars, you can find her in the kitchen baking and singing along to the Hamilton soundtrack.