“Helping clients is my thing.”
In far too many firms, being an “assistant” means just that. At Stage 2 I’m expected to be far more. It’s my job to make sure that everything happens when it’s supposed to.
If you need a distribution, it’s my job to help. Opening a new account; again that’s what I do. Helping our advisors implement plans? Yup, that’s another thing I do. I’ve been doing this for 21 years. I started right after college and still really like what I do. It was a great choice, one I’m very glad I made.
I pride myself on being organized and efficient. This is a very important trait in my job and here’s why….Sometimes the advisors will not provide all the information we need to help you either invest, start a new account or make a withdrawal. Without the right information in the right place, your service slows down. I love it when I find
something, make the fix and your service is even faster than you expected.
I’m a local person. I’ve grown up in Clifton Park and still live there. I love the North Country. There are tons of activities for me to do with my family. I really can’t think of a better place to live.
I always appreciate the clients we have. I know I’m part of a team and my role is really important in helping you have your expectations exceeded. It’s all part of helping to make your life better.
To contact me please email me or give me a call at 518-608-8939