Client Services Associate
Marsha has been working in customer service for over 20 years. She has worked extensively in the corporate, non-profit, and finance industries in an administrative capacity. Her vast experience in a variety of fields has contributed to her ability to anticipate and meet the needs of clients.
Marsha joined our team in November of 2021. She has been a wonderful addition to the office and loves working with clients! Her main job responsibilities include scheduling appointments, opening new accounts, handling distribution and contribution requests, and greeting clients when they come into the office. Marsha enjoys getting to know our clients and interacting with them on a daily basis.