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.
North American Wealth Award Nominations 2020:
Finalist in 3 Categories
What do I want to share with my heirs about my values and life experiences while I still can?
What do other successful families do about educating future generations?
What would happen to my family and business if I were suddenly gone tomorrow?
Is it possible that there might be other tax ideas we haven’t considered yet?
Who will make the important decisions and coordinate things after I’m gone?
Do I wonder sometimes if our planning done in the past is still relevant?
Are my investments properly compensating me for the risk I’m taking?
Which of my investments or accounts are no longer serving their intended purpose?
What do I expect market returns to look like in the next five years?
What is my Strategic Asset Allocation?