Senior Client Service Associate

Throughout her career in financial services, Rona has utilized her compassion, attention to detail and dependable nature to ensure she gives the client first service they deserve. She approaches each client request or question with a positive attitude and conscientious manner.

She also greatly assists our financial advisors and plays a key role in preparing reports, processing documents and handling administrative duties.

Originally from Ann Arbor, Michigan, Rona lives in Florida with her husband, two children, and a miniature schnauzer, Gabby – who is like family as well!