Client Relationship Managers
“Helping our clients realize what’s truly possible for their business/careers, for their lives, and for the difference they can make in the lives of those they love.”
Shannon Naser
Lead Client Relationship Manager
Domenica Mills
Client Relationship Manager, FPQP®
Lorenda Grace
Client Relationship Manager
Stephanie Gerrits
Client Relationship Manager
Getting The Relationship You Deserve
Wealth Advisor Interview Guide
Choosing who to trust with your hard-earned money is a big decision. How do you know your money and future are in good hands?
We’ve created a free INTERVIEW GUIDE to help you track conversations to compare advisors or evaluate the services and value you get from an advisor you already work with.