Your dedicated staff

 I am the head of the Finstepz team and my official title is Director of Client Success. What does that mean? It means that I am committed to helping our clients achieve financial success. As head of the team, it is my mission to ensure each team member and program that we use, delivers the best possible client experience.  

Sharon is my "right hand" and her responsibilities include Client Experience and Marketing. She ensures that  clients have a wonderful, hassle-free experience with all of their interactions with Finstepz staff and programs.

Sharon interacts one-on-one with clients, oversees technical applications and communications like newsletters, blogs and social media.