“I add value for our clients by providing, exceptional customer service. For example, when clients need to obtain copies of executed documents for an auditor, squeeze meetings into their hectic schedules, or locate attorneys on short notice to handle urgent matters, I serve as a knowledgeable guide to get them what they need when they need it. I believe this fosters confidence in the firm's capabilities and carries out our commitment of adding value to our clients.”
Credentials
+Writing
“The Reluctant Participant: A Tale of Woe” in BenefitsLink Retirement Plans Newsletter