The Client Services Team at SageSpring Wealth Partners is dedicated to providing exceptional support and administrative services to ensure the smooth execution of financial plans and transactions. They serve as the primary point of contact for clients, addressing inquiries, managing account documentation, scheduling appointments, and facilitating communication between clients and financial advisors. This team ensures that every client experience aligns with SageSpring’s core values, emphasizing honesty, clarity, and personalized service.
Ambrosha Guereña
Financial Client Services Asso...
Fpqp® Mary Jane Risc...
Client Operations Coordinator
Kelly Lynch
Client Services
Lindsay Luttrell
Director Of Client Operations
Nicole Saenz-Holguin
Client Service Associate
Rachel McLaughlin
Office Coordinator & Client Se...
Sesily Jackson
Client Services Associate
Shannon Altringer
Client Services Associate
Summer Stroud
Client Services Associate
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