I keep you connected.
We’re not just a team, we’re a family, and keeping you connected is key. My responsibilities include facilitating day to day operations, including client service requests and calendar management. I also maintain digital client records and ensure our database is accurate.
I ensure Infinity’s social media outlets are up to date to keep you informed on the latest industry news and trends. I am also part of the team that puts together our educational seminars. These are designed to help participants assess their financial situation and develop a personalized plan to achieve their retirement goals. If you are interested in attending one of these seminars, contact me and I will provide you with more information.
I am passionate about developing strong relationships with clients and ensure they receive exceptional service. Nothing compares to exceeding a client’s service expectations making their experience as flawless as possible. Communication ensures smooth operations within the Infinity family.
Whether you are a current member of our Infinity Family or someone that wants to get a good sense of who we are and what we do, it is my responsibility to keep you informed.
I am the link to your advisor. If you would like to meet with Mark Strefner, contact me, I get it done. I am here and ready to help with anything you may need along the way!