Executive Coordinator Sally Fredricks has a desire to help others and uses this to provide superior customer service to our clients.
Sally has over 25 years of Financial Services industry experience. She holds a BS in Leadership from Bellevue University. Sally's main role is to gather information for client update meetings. In addition, she assists with compliance matters and the development and coordination of the Feltz WealthPLAN website and social media.
A native to Omaha, Sally has also lived in Washington DC, El Paso, Texas, and Rapid City, South Dakota. Her real joys are her three children and four grandchildren. Also, she regularly attends pilates exercise classes and is active in two different women's organizations.