Hire Top Advisor

Paul Carter

Dynamic service advisor with a proven track record of increasing sales from $860,000 to $1,750,000. Expertise in customer service, sales negotiations, and problem-solving, driving exceptional client relationships and operational efficiency.

Paul Abele

Client-focused Investment Advisor specializing in wealth management and financial planning. Develops customized strategies based on client needs and risk tolerance to enhance asset growth and meet financial goals. Builds strong relationships through effective communication, fostering trust and engagement. Continuously adapts to market trends to deliver informed financial guidance.

CINDY GONZALES

Experienced administrative and customer service professional with extensive healthcare and community service expertise. Demonstrates a proven ability to enhance client satisfaction through meticulous account management and compliance audits. Strong team collaboration skills contribute to improved operational efficiency and client outcomes.

Adam Rogalla

Client-focused retirement plan professional with 17+years of experience supporting employer sponsored retirement plans, managing complex client needs, and partnering with internal teams to deliver effective solutions. Proven ability to build relationships, resolve issues, and communicate complex retirement plan concepts clearly.

Alana Laborde

Results-oriented financial professional with strong relationship-building and problem-solving skills. Excels in fast-paced environments, fostering partnerships across diverse demographics and management levels. Delivers exceptional customer service and communication, driving effective collaboration and lasting connections.

George Delgado

Results-driven Customer Relations Advisor with 17 years of experience in service appointment coordination and customer education. Proven ability to enhance customer satisfaction and streamline service processes.

Denise Schweer

Dynamic Clinical Quality Performance Advisor with a proven track record at Sedgwick Claims Management Services, excelling in claims analysis and compliance oversight. Recognized for enhancing vendor management processes and delivering exceptional training. Adept at data reporting and fostering collaboration, driving significant improvements in operational efficiency and client satisfaction. Strategic Advisor known for high productivity and efficient task completion. Specialize in policy development, stakeholder engagement, and risk management strategies. Excel in communication, adaptability, and problem-solving to navigate complex challenges and drive organizational success.

Stephan Van Holt

Proven track record at Intuit in delivering personalized customer experiences and driving engagement through consultative selling. Expert in complaint resolution and teamwork, enhancing satisfaction and loyalty. Leveraged computer skills to streamline processes, achieving a 20% increase in efficiency. Calm under pressure, adept at multitasking and problem-solving in dynamic environments.