As the Executive Assistant for Sherri Goss, CFP, but support all other Financial Advisors in the office as needed. I am responsible for all front office activities to ensure the office continues to operate smoothly, from scheduling to satisfying client needs. I thoroughly enjoy speaking with the clients and getting to know them and being able to assist them when they call the office.
I am a military wife with three amazing boys, and I am excited to work with the amazing team at Lifespan Wealth Management, Inc.
*Not registered with Osaic Wealth, Inc.