Today is National Administrative Professionals’ Day. On this day we recognize and celebrate the professionals who keep an office running smoothly every day. Our incredible administrative team at Adams Wealth truly does keep our office running smoothly, and we appreciate their efforts day in and day out.
Our administrative team is made up of three incredible women who are extremely talented and experienced in what they do. Daily they work face to face with our clients, as well as keep all things in order and moving correctly behind the scenes. Learn more about the amazing women of our administrative team:
Karrie Shelton – Director of Client Relations Karrie works closely with the team in providing operational support and superb service to clients. Karrie has over 20 years of experience in the financial services industry. Prior to her joining Adams Wealth she worked as an office manager with a construction company and at a CPA firm and brings her experience with money management programs, such as QuickBooks, to her position at Adams Wealth.
Debbie Miles – Director of First Impressions She is there to greet you with a cheerful smile and has enjoyed immensely getting to know our clients and working with them. Debbie works with the team here at Adams Wealth Advisors, in many areas. Her main focus is to ensure our clients’ experience is as pleasant as possible. She has over 30 years of Customer Service experience that make her a professional in this field.
Lori Reynolds – Client Service Associate Lori is the newest member of our team at Adams Wealth, and she is a terrific addition to our team! She works directly with Karrie in managing and caring for client accounts. Next time you are in the office make sure and meet Lori, she is an outstanding advocate for our clients.
These three women each play immensely important, and challenging roles. We are so grateful to have them as part of our team, and as the backbone of our firm!
Adams Wealth Management is a registered investment adviser. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and, unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy discussed herein. Past performance is not indicative of future performance.