Client Services Specialist
Prior to joining TriWealth in 2022, Claire was a customer service advocate for a local trash company in Avon, Indiana. Before relocating to Indiana, Claire worked for Waddell & Reed Financial Services in Oak Brook, IL office assisting advisors processing client account opening and servicing documents.
Claire stays quite busy outside the office supporting her 3 children attending all their sporting events: soccer, basketball, and volleyball. Claire is also a baseball fan and enjoys night games the most. If you catch her on vacation, you will most likely find her relaxing on a sunny beach or in a pool!
At TriWealth Partners we spend our days focused on ‘what if’ scenarios of the lives of our clients. Here are some ‘what if’ scenarios of our own:
What if you had the day off to do anything you wanted. What would you do?
I would be on the beach or shopping downtown!
What if you had the job you wanted when you were 5 years old. What would you be doing?
How would you describe yourself in 3 words?
Dependable, Caring, Independent