As Client Service Coordinator, Mitzi’s main responsibilities are in operations and administration, supporting the firm by onboarding clients and fulfilling daily requests.

Mitzi has over 15 years of experience in the financial services industry. She joined the firm this year and is instrumental in providing superior client service and administrative management for clients.

Highlights of Mitzi’s Career to Date Include:

  • Richardson Wealth – Mitzi worked for the top producing Portfolio Manager assisting clients.  Mitzi was a first point of contact and has an enormous amount of knowledge in day-to-day operations, including wealth planning, certificate deposits, re-organizations and much more.

Mitzi is very passionate about basketball. She enjoys watching games with her family. Loves cooking just as much as eating and spends her free time engaged in activities with her daughter’s, London and Nila.