Sue Hernandez
Client Service Associate
Sue Hernandez is an indispensable asset to our team. She serves as the vital link between our advisors and their clients, providing top of the line customer service and support. With her acute attention to detail and commitment to excellence, she ensures that all of our client’s needs are met in a timely and efficient manner.
As our Client Service Associate, Sue is responsible for answering client inquiries, coordinating appointments, processing new business requests, and managing client data. Her dedication to her craft is second-to-none and sets a great example for her peers. Her knowledge and expertise make her a valuable part of our organization and ensure that each client interaction is handled with care.
We are thrilled to have Sue on board as part of our team! Her commitment to exceptional client service has allowed us to establish strong relationships with our clients based on mutual trust and understanding—which in turn has enabled us to provide them with the best experience possible.