Barbara FrancescutClient Services, Administration Specialist
Barbara is responsible for helping all clients with their administrative questions and requirements and has been an integral part or our professional team since 1999. She works hard to ensure that every client receives the highest level of care when it comes to their account changes, investment purchases, and all other services we provide.
In keeping with our dedication to providing our clients with the best service possible, Barbara has completed numerous courses on client service and attends financial planning seminars in order to understand the issues you face. Clients appreciate her enthusiasm and dedication to providing exceptional service at all times.