Client Specialist
Weston is fascinated by the multiple facets of the financial industry and is committed to always putting the client first and doing what is best to fit their unique needs.
He helps deliver an exceptional client experience by building relationships and responding to client needs with accuracy. He strives to understand client’s financial goals, then facilitates support for those goals. Weston is also a critical operational partner for our internal team, aligning activities to help ensure a seamless client experience.
His background is in insurance, and he is licensed in Casualty, Property, Health and Life insurance.