You may have noticed a new voice answering the phone. We would like to introduce the newest addition to our team: Susan Strubhar, our Client Services Manager. We have asked Susan to make sure that everything we do is focused on meeting our clients’ expectations and building strong relationships.
As part of that, we want communicate with you in the most effective way possible. If you would like us to have your email or cell phone on file and use that as your preferred contact method, let us know. In addition, if you have any change to your information, Susan can help you get everything updated with the different investment/product companies. Call Susan at (815) 842-4393.