Elise Juelich: Client Servicing Coordinator
Elise works directly with our clients after they have gone through the first stages of the Empowered Solution process. She loves getting to know each client personally and ensures that as they experience life changes throughout retirement our team is following up with the proper implementation of the plans we have set in place. She processes all client servicing requests and ensures that they are completed in a timely manner. She also assists with coordinating our client events – a favorite event for Elise as she gets to spend time with man of our “family members” all at once!