Our financial advice team

Janelle is likely to be the first person to pick up the phone when you call or greet you at the door with a cup of coffee. As a client service specialist, she sets up new accounts, schedules client meetings with advisors, sends out meeting reminders, assists with meeting follow-up, and ensures client questions are answered in a timely manner.

With an eye for detail, Jen manages many of the detailed tasks associated with follow up after meeting with an advisor. She may assist you with completing the paperwork to update your beneficiaries or verify your monthly income is being deposited appropriately. In addition to on-boarding new clients, she is a familiar face to existing clients, helping everyone stay organized and on-track before and after meetings.