As the Client Services Specialist at Loggerhead Wealth Management, I handle various tasks, including scheduling and confirming client meetings, managing electronic file systems, overseeing the CRM system, onboarding new clients, and efficiently processing new business. I take pride in my attention to detail and organization, ensuring that our clients' needs are met promptly and efficiently. With over 40 years of experience in the financial services industry, my primary responsibilities revolve around ensuring smooth operations and providing exceptional support to our clients.
Before starting my career, I attended secretarial school in Brooklyn, New York, which equipped me with the necessary skills to excel in administrative roles. I have always been motivated by the dynamic nature of the financial planning industry, which constantly evolves due to market fluctuations and changes in laws and regulations. This motivates me to stay up-to-date with new procedures and industry best practices.
Supporting our agents and working directly with clients brings me immense satisfaction. I find joy in helping everything come together seamlessly, ensuring that our clients receive the highest level of service. One of the greatest values I provide to our clients is helping them find answers to their questions about their accounts. Navigating the complexities of financial and insurance companies can be frustrating, and I am here to alleviate that burden for our clients.
Originally from Brooklyn, New York, I now reside in Southeast Florida with my husband of over 30 years. We have raised three wonderful adult children together, and family remains a significant part of my life. During my free time, I cherish moments spent with my family. I enjoy shopping with my daughters and providing assistance to my parents whenever needed. Additionally, I find solace and adventure in activities such as snorkeling, kayaking, and paddleboarding, allowing me to embrace the beauty of nature and engage in rejuvenating experiences.