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.