I joined Family Wealth Management, LLC in 1995. I have more than 30 years of customer service experience in a variety of venues. My job is to help Mike do the most effective work possible for his clients. If you have questions about your statement, checks, basic account information (address changes, etc.), or need to make an appointment, please call me. I will take care of your normal service questions & concerns.
If you have specific questions regarding your investments or financial planning concerns, you'll need to talk to Mike. I can make the necessary arrangements for that as well, whether in person or by telephone. I look forward to getting to know you!
Dari has earned her FINRA Series 6 and 63 registrations held through LPL Financial.