My priority is the highest client experience possible. It’s a conscious decision for me to work with an upfront, fee-only Registered Investment Advisor, because, by definition, clients’ interests come first. Every client is one-of-a-kind. It’s my mission to deliver uniquely personalized client service.
As your Client Experience Specialist, you can count on me to guide you through complicated electronic processes and managing the many moving parts of custodial paperwork and cashiering. It is my pleasure to cultivate & maintain client relationships as well as establish & implement sustainable practices.