The Client Services Team at Retirement & Wealth Strategies is dedicated to providing exceptional support and personalized service to our clients. They assist with account management, respond to client inquiries, facilitate communication between financial advisors and clients, and ensure that all client needs are met promptly and efficiently. This team plays a crucial role in enhancing the client experience and maintaining long-term client relationships by ensuring seamless and proactive service.
Amy Curzenski
Client Services Associate
Charlie Martin
Client Relationship Associate
Christina Spurlock
Client Relationship Associate
Karyn M. Milewski
Client Services Specialist
Mary Bustin
Client Relationship Associate
Melissa Israel
Client Relationship Associate
Sue Allor
Director Of Client Services
Tracey Vega
Client Relationship Associate
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