Processing & Client Services
Sheila is a member of our client services team, and works to coordinate advisors’ calendars, scheduling client reviews, appointment preparation and all other facets of client service. Sheila has more than 28 years of experience in customer service, sales and marketing, and advertising management.
She currently resides in Perry Township with her son. She enjoys spending time with family and friends, and loves watching football. During the summer, she enjoys spending time on the boat at her brother’s house in Lake Mohawk and spending as much time as possible at the pool.