Jamie O'Brien Support Team

As a Financial Client Services Assistant, Kim is passionate about servicing and maintaining a relationship with clients. With twenty years of experience in a client service role within the financial industry, Kim is no stranger to...

As a Financial Client Services Associate at Feltz WealthPlan, 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...