Over 9 years of previous experience in the financial industry as a client services representative.
Tanya assists the financial advisors by greeting clients and handling incoming phone calls, updating client records, managing client appointments and correspondence. She also assists the advisors in creating portfolio summaries for clients, organizes daily workflow, and works with the team to ensure deadlines and client needs are met.
Tanya resides in Sheboygan Falls with her family and is passionate about spending time with her loved ones. She also enjoys crafting with her daughters, motorcycle rides with her husband, traveling, the outdoors, walking, biking, dirt track racing, and snowmobiling.
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