Client Service Team
Kim Jungas-Samson | Branch Operations Specialist
1.800.323.9171, ext 1002 | firstname.lastname@example.org
Kim has worked in the financial services industry for over 16 years, and has worked alongside members of the Full Circle Financial team since before the Full Circle brand itself was launched. She brings to the practice outstanding operations and client service knowledge and experience, and a genuine interest in helping our clients experience outstanding service.
Kim manages the administrative and operations support needs of the office, maintaining organization and ensuring the team has the most current updates from our product and support organizations. She also has expertise in the event planning and logistics arenas, and helps to create our memorable client education events.
She lives in Rochester with her husband Ray, and their two children.
Tami Fields | Advisor Services Associate
1.800.323.9171, ext 1003 | email@example.com
Tami Fields, Advisor Services Associate, has 7 years of experience in the financial services industry, and is registered with the Financial Industry Regulatory Authority with multiple securities industry registrations. Tami works with our senior advisors to provide advanced planning support, project management, and quality checks to help ensure our program is meeting our service and quality standards.
Tami, her husband, and two children live in Rochester.
Zachary Wakeley | Client Services Associate
1.800.323.9171, ext 1001 | firstname.lastname@example.org
Zach provides our clients and advisors with client service, and is our client technologies primary contact, leading the personal financial website experience for our clients. He has worked in financial services for two years. Prior to that he spent five years service industries providing excellent client service. Zach works behind the scenes making sure that our systems and processes are efficient and effective and values the importance of an outstanding client experience.
Zach lives in Rochester and works with various groups around the city organizing and planning public promotional events.