Financial Client Services Associate
As Financial Client Services Associate, Carey's mission is to provide exceptional service to the clients and she gets to know them personally. She enjoys working directly with clients in new and existing business transactions. Carey...
Senior Executive Assistant
Julie Feltz has over 30 years of financial industry experience. She manages the human resources, financial management and provides administrative support for Dan Feltz. Before joining Dan Feltz’s team in 2003, Julie worked at the...
Team Operations Manager
As Team Operations Manager, Rhonda has more than 20 years of financial and client services experience. She strives to provide accurate, high-level assistance for clients, meeting their needs quickly and efficiently. Rhonda has a...
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...