Client Services Associate
Denise joined the firm in 2012. She has over 22 years experience in the financial services industry working directly with clients and advisors. Her experiences span many different areas of financial services including investment management services, insurance services, and assisting financial advisors.
Denise claims she “fell into the business” when her previous position as an office assistant morphed into daily investment tracking and pricing with a small firm. She enjoys client interaction and being their “go-to” person. She is committed to providing a high-level of customer service.