"The greatest technology in the world hasn't replaced the ultimate relationship building tool between a customer and a business; the human touch"
Vandna provides support for our advisory team and manages our client operations. Her responsibilities include data gathering, modeling, and maintaining client reports and files.
Vandna has the Registered Client Associate designation and previously worked in Boston at Wells Fargo and Bank of America Merrill Lynch. As a Client Associate, she obtained her Series 7 and 66 licenses to provide operational support to multiple advisors.
Vandna now has her sights set on the Certified Financial Planner® designation so she can contribute even more to the firm on the planning side.
She and her husband live together in Erie, where they are raising their daughter.