Everyone who works with me has been with me from 2 to 23 years. We all work together, we work very well together, and each one has a defined role. So, every client has contact with almost everyone here.

If they are doing a planning, they start with the person at the front desk. They talk with her, she schedules an appointment, most clients meet with me but other people on my team will draft the documents, talk to the client about their needs, make sure that the assets are transferred appropriately, and follow up with the client and their advisors to make sure everything is done.