Charity Willis is in charge of administrative organization and customer service. She is the welcoming face and voice when clients contact the firm and ensures that the flow of tasks in the office runs smoothly and assists in daily client transactions. Whether you need money sent out to your bank, forms completed, or have changes for your account, Charity is ready to help. Charity also operates our client relationship management software, schedules consultations, and assists with developing marketing materials.
Charity has over 6 years of financial industry experience and 9 years of customer service experience. She loves building relationships with clients and enjoys helping in any way she can. In her free time, Charity enjoys spending time with her family, traveling and eating good food.