AUTUMN SHARP

CLIENT SERVICE ASSOCIATE

As a Client Service Associate at Next Level Wealth Planning, Autumn is passionate about building strong client relationships by providing red-carpet service, ensuring each client feels valued and cared for. With over 10 years of varied customer service experience, Autumn focuses on seamless communication and being proactive, anticipating client needs to create a smooth and personalized experience. Her dedication to excellence and attention to detail ensures that every client experience is efficient and enjoyable.

Autumn recently moved back to Idaho after spending the last several years in Oregon and is excited to get back to her roots. While in Oregon, she spent a handful of years as a Client Service Associate at a firm where she was able to gain a wealth of experience in the financial industry. Autumn also has a background in technology support and is eager to assist clients with navigating their client portals.

Outside of work, Autumn enjoys cozying up with a fantasy book, hitting the bowling alley with her boyfriend, or playing with her two cats, Willow & Hazel. She is also a melomaniac- you can always count on her to be listening to music and connecting with others over a shared love of music!

GET TO KNOW AUTUMN:

Three words that describe me: Passionate, Caring, Observant

Favorite Book Quote: “You could rattle the stars. You could do anything, if only you dared.” – Sarah J. Maas, Throne of Glass

Favorite Lyric: “There were pages turned with the bridges burned. Everything you lose is a step you take.” – Taylor Swift, ‘You’re on Your Own Kid’

Favorite Vacation Spot: Anywhere near the ocean, but whale watching at Depoe Bay in Oregon is always a favorite.