As a Senior Client Service Coordinator at W3 Wealth Management, I bring over 30 years of industry experience to ensure a seamless and reliable experience for our clients. I serve as the primary point of contact for investment service requests—from initiation to completion—working closely with clients to address their needs efficiently and with care.
Known for being organized and detail-oriented, I’m committed to completing all service tasks in a timely and accurate manner. I also enjoy supporting our broader Service Team and take pride in being a dependable resource to both colleagues and clients. My goal is to consistently meet and exceed expectations by delivering a high standard of service across every interaction.
