I have some extremely exciting news to share.
Today we welcome a new Client Service Associate onto our team, Alyssa McLaughlin. She is primarily working with myself and dedicated to supporting you and your service needs. I can tell you that she has a great personality. You will enjoy hearing from her and can count on her to follow through on to-do items efficiently and professionally.
Alyssa has joined our Stonebridge office as a Client Service Associate after nearly two years in the financial services industry. Alyssa has experience in sales, customer service and volunteerism. Currently she is a Wayne State University MBA Candidate with expected graduation in May 2023 with a concentration in Finance and Management.
Alyssa is dedicated to helping our clients pursue their goals, and much like me, she works in their best interest to align their financial plan with those goals. I am confident that with her business experience and education she makes our team stronger to take care of you and your financial priorities.
Outside of work, Alyssa lives in Ferndale, Michigan. You may find her working on a house project or relaxing with her cats. She also likes to stay fit playing volleyball or rolling blading.
You’ll have the opportunity to meet Alyssa soon if you have not already. In the meantime, I just wanted to let you know how excited we are to welcome her to our office.
Thank you for your continued faith and confidence. As always it is our pleasure to serve you.
Colin S. Casey, CFP®