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Client Relations Associate
Denise is the Client Relations Associate at Sound Financial Strategies. Denise brings with her 30 years of office experience, 25 of which were in Group Benefits. She will likely be the first person you speak to when you call our office. From booking and confirming client meetings, to keeping track of all pertinent changes that affect your file. Denise will ensure that all the information is up to date and accurate. She is also responsible for handling the day to day questions that may arise, or will forward your request to the appropriate person, in order to ensure that your service issue is dealt with in a professional and timely manner.