As a cornerstone of the team since 2010, Phyllis is dedicated to providing exceptional client service and ensuring smooth daily operations. With a keen eye for detail and a passion for organization, she plays a vital role in supporting both clients and advisors. Phyllis is known for her strong communication skills and ability to connect with clients, ensuring they feel heard, valued and supported throughout their financial journey. As the friendly voice on the other end of the phone, she provides a warm and welcoming experience, making every client interaction enjoyable.