I Make It Happen.
As part of Infinity, I wear multiple hats while being centrally focused in the operations hub of the firm. I prepare our advisors with the necessary materials for your meetings and assist clients with our online client account portal. I am behind the scenes gathering all of your current account data, compiling reports, and consulting with your advisor. Any questions regarding your accounts or any servicing of those accounts can be run through me. My main focus is you.