Client Service Coordinator
Joining the Richards & Addy team in October of 2022, Ellie has a combined 4 years of experience in the financial services industry. She serves as Client Service Coordinator where she helps to cultivate and enhance the overall client...
Jenny joined the Cady Financial team in January 2022 as the Client Service Coordinator, bringing with her nearly 20 years in the financial services industry and a long history of exceptional customer service. She is instrumental...
Lacey joined the Richards & Addy team in May 2021, leaving behind 13 years of expertise in the medical field to transition into the world of finance. As our Paraplanner, Lacey works alongside our advisors to ensure our clients are on...
Client Relationship Manager