Welcome Jeanette

Rick Ropelewski |
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I was going to title this newsletter “Great News!”, but given the recent exciting updates from Nora and Tom we did not want you wondering who was pregnant now.

But we do have wonderful news that Jeanette Critelli, Operations Assistant, joined our team at the beginning of the year.  Jeanette comes to us with 20 years of experience at two other financial planning firms.  While we had a list of extremely impressive candidates, it was Jeanette’s fantastic experience and her wonderful communication skills that made the decision easy for us.

Jeanette will be assisting you on all operational matters and servicing of your accounts.  We are excited to have her on the team and we are confident you will enjoy working with her.

Jeanette will send an update soon so you can learn more about her background and life outside of work; but for those of you who have not had the chance to meet her please say hello the next time you are in the office or call.

 

 

 

The author of this article is Rick Ropelewski, Wealth Manager at U.S. Wealth Management.

 

 

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