With over 30 years of experience in the financial industry, I am proud to serve as a Senior Registered Client Associate at Great Lakes Asset Management. I oversee day-to-day operations and specialize in providing exceptional white glove service, assisting clients with an elevated standard of care both locally and nationwide. My role involves handling client onboarding, asset transfers, maintaining client records, and spearheading marketing initiatives, among many other responsibilities. Having worked alongside Don since 2003, I hold the Series 7 and 66 registrations, which enable me to provide comprehensive support and expertise.
Clients appreciate my responsiveness and efficient resolutions to their requests. My consistency, passion, and thoroughness reflect my commitment to maintaining long-term client relationships.
I am dedicated to fostering strong client connections and ensuring that each client receives the highest level of service and attention. My goal is to make every interaction seamless and meaningful, contributing to the success and satisfaction of our clients.