Lori Jozefiak Client Service Administrator We’re sure that most of you recognize Lori Jozefiak as our “director of first impressions” from speaking with her on the phone, being greeted by her when you visit the office, or working with her to get meetings scheduled (and rescheduled!). While Lori will still be a very public face…
Michael is known for creatively blending traditional financial planning with contemporary thinking and tools to meet the work and life realities of today’s clients.
Michael is known for creatively blending traditional financial planning with contemporary thinking and tools to meet the work and life realities of today’s clients.
Michael is known for creatively blending traditional financial planning with contemporary thinking and tools to meet the work and life realities of today’s clients.
Traci Pedersen Administrative Assistant Traci joined the Financial Service Group team in December, 2015 as our Administrative Assistant replacing Lori, who generously postponed her plans to spend more time traveling with her husband while we found a permanent replacement. Coming to us from Elizabeth Gardens, a senior assisted living community, where she served as the…
Michael is known for creatively blending traditional financial planning with contemporary thinking and tools to meet the work and life realities of today’s clients.
Michael is known for creatively blending traditional financial planning with contemporary thinking and tools to meet the work and life realities of today’s clients.
Michael is known for creatively blending traditional financial planning with contemporary thinking and tools to meet the work and life realities of today’s clients.