Financial Advice that Makes the Complex Simple.

About Denise

As a Client Service Associate, Denise focuses on improving customer satisfaction and developing a memorable experience for our clients. She works toward earning clients’ trust by accomplishing tasks in a timely manner, thereby creating a culture in which clients know their requests will get done.

Denise joined our team with 22 years in the financial operations industry on her resume. Her vast knowledge is an asset to our team.

Outside the office, Denise enjoys spending time with her husband, Dave. Together, they stay active with biking, hiking and spending as much time outdoors as they can. She considers her three children to be her biggest achievement in life thus far.