As an Implementation Specialist, Denise is responsible for the preparation and processing of investment account paperwork, insurance processing, and account maintenance. She works closely with the Directors of Planning and Client Services and the Planning Analysts.
Denise has over 20 years of experience in the financial services industry supporting clients’ needs related to planning, implementation, and service. Denise has been with the MWA team for over 7 years.
Education and Certifications
Financial Paraplanner Qualified Professional™
Continuing Education courses related to the industry