As Client Service Specialist, John Webster brings a dynamic and enthusiastic approach as you pursue your financial goals.
John’s role includes:
Proactive Support: John connects with our clients often to provide world-class service and support.
Enhancements: He identifies new opportunities to better serve you.
Expertise: John is actively pursuing his licenses so he can be a resource and a second set of eyes for our clients’ comprehensive financial plans.
John’s background in sales, finance, and customer relations makes him uniquely positioned for this role. In addition, his energy, fresh perspective, and strong work ethic brings a fresh dimension to our team.