Client Services Specialist
Dee is a Client Services Specialist at Cornerstone Wealth Management Partners. She partners with Don and the Cornerstone team to provide support on administrative tasks and client management functions.
Dee is passionate about helping our clients with their financial goals and accounts and seeks to build solid relationships with each and every person she is able to work with. She is an important member of our Cornerstone team and loves to help wherever needed to assist our clients in their pursuit of their financial goals.
Through her role as a Client Services Specialist, Dee works with our team and clients to establish accounts, gain online account access, and set up contributions and distributions, including required minimum distributions (RMDs). She is also well-versed in annuities and 401k retirement plans.
Dee began her financial career as a teller and then moved up to a financial service representative position. She later became a financial service consultant where she was able to gain further knowledge about wealth management.