Indyfin
Tessa manages day-to-day operations of the firm. She ensures that prospective clients are connected with financial advisors in an efficient manner and advisors have a delightful experience on Indyfin’s platform. Tessa enjoys mentoring staff members and helps them succeed in their jobs. Tessa has a BS in Applied Psychology from Regis University and is working on her Masters in Organizational Leadership.
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Indyfin
Indyfin takes the risk out of sourcing leads for financial advisors, by using the technology and a proven approach to translating leads into “Live” phone introductions and in-person meetings.