Contributed by: Lauren Adams, CFA®, MBA
When we mentioned that we were looking for great people to hire back in July, little did we know what an exceptional pool of client service talent would come our way! In the last month we brought on not one, not two, but THREE new members of the client service team. Let me give you a quick introduction to these service-oriented rock stars, and make sure you say hi to them the next time you call or stop by the office to meet the newest members of The Center Family!
Emily Lucido came to us from the banking industry where she worked her way up from a part-time float teller to the loan department of a local bank. Emily holds a degree in finance and dazzled us during the interview process by explaining how she made a saving/spending calculator for her friends and family in her spare time. We’re excited for Emily to bring her love of finance (and arts and crafts), attention to detail, and friendly attitude to the Client Service Associate position.
Jeanette LoPiccolo joins us after spending nine years as a Registered Client Associate at a large financial services firm. During this time, Jeanette earned her Series 7 and 66 licenses, among others, and was regularly recognized for outstanding client service. Fun fact about Jeanette: she found her way into financial planning after being recruited by an advisor who noticed her exceptional customer service as branch manager of a credit union. We’re thrilled for Jeanette to bring her impressive experience and ability to “surprise and delight clients” to the Client Service Manager position!
Ashley Frank, our newest Client Service Associate, recently moved to Michigan and found The Center after several years of experience in financial services in her home state of Ohio where she earned her Series 6 license, among other designations. Ashley is eager to meet and build relationships with clients of The Center, and we need to do our best to welcome her to Michigan in style (so bring on the suggestions of which Coney Island or type of Faygo pop she must try!). In her spare time, Ashley enjoys volleyball and has been a youth volleyball coach in the past.
Please join me in giving a warm welcome to Emily, Jeanette, and Ashley! We are so thrilled to have them become a part of our team, and we know you’ll love meeting them soon too.
Lauren Adams, CFA®, MBA is Director of Client Services at Center for Financial Planning, Inc.®