Staff Updates — New Faces, New PlacesSubmitted by Affiance Financial on September 14th, 2017
At Affiance Financial, it’s no secret that the only constant is change. This summer, we added two new faces to our roster. And this fall, two of our current team members will be moving into new roles.
Many of you may have already met our new Director of Client Services, Erich Leidel. Erich joined Affiance in June, bringing nearly a decade of experience in the financial services industry, including work as an account manager and client service supervisor at a wealth management platform provider.
The newest member of our team is Client Service Specialist Bridget Isaacson, who joined Affiance in late August. Bridget has worked in customer service for more than 25 years. She brings a wide-array of experience to her role at Affiance, including work in insurance, annuities, and financial services.
Current team member Molly Andersen, well-known as the smiling face that greets clients as they walk in our door, is transitioning to a new position as a Client Service Specialist.
Bao Lee, Executive Administrator to Steve Lear, will be stepping into Molly’s role at the front desk while continuing to assist Steve. Bao and Molly are excited for the new challenges and opportunities these changes afford.
One final change to report — Omer Abramovich recently obtained his CFP© designation! We are proud of his hard work and dedication, and look forward to supporting him as he continues to grow as a financial planner. Way to go Omer!