Introducing our new Director of Client Services

We would like to welcome our new Director of Client Services, Elizabeth Michalek.

Trudy, our former Director of Client Services, will continue to provide administrative and back office support. If you have questions or need assistance, Elizabeth is the one to call. Her responsibilities will include processing client paperwork, generating statements, and responding to all client inquiries.

Elizabeth's background is in the financial services and insurance industries. She has over 8 years of experience in customer relations, business development, and marketing. She has a bachelor's degree from Brigham Young University and holds her Series 7 & 63 securities licenses.

Elizabeth enjoys scrapbooking, cooking & menu planning, being a mom, and exercising.

We are excited to have her as part of our team!