Greensboro, NC | 336-230-1811
Libby is the Client Relationship Coordinator/Special Projects Manager, and her role includes providing an elevated level of client services: assisting clients with life transitions, especially resources for intelligent aging, career/life reinvention and other client-related special projects. She has been with the company since 2013 (and was also previously with SFG from 1997-2007), with a longtime background in the financial services industry.
BS – Business Administration, Greensboro College
Financial Paraplanner Qualified Professional™ (FPQP™)
Accredited Asset Management Specialist℠
Certified Senior Advisor (CSA)
Board of Directors, Creative Aging Network (CAN)