Happy Spring! I hope you are enjoying the transition to warmer weather and new beginnings.
As you may know, Kerry Vasaturo has been on an extended leave of absence due to health concerns. She has recently decided not to return to Financial Independence in order to focus on her health. Our thoughts, prayers and best wishes are with Kerry. She will be missed by all of us at Financial Independence. We are grateful to have worked with such an uplifting and special person, and for all her contributions in supporting our team and client family.
We remain steadfast in our focus on delivering an exceptional client service experience. To this end, we hired Stacey Martin, someone we believe will carry forward the level of service you’ve come to expect from us. Stacey will work closely with Melanie Wolfert, our Operations Specialist. Together they will continue to lead the many facets of office administration, client support and client service.
Most recently, Stacey worked as a Client Services Representative at Ascensus College Savings in Warwick, RI. Prior to her time at Ascensus, Stacy worked for Melanie Wolfert at Walgreens Pharmacy as a Shift Leader. Stacey takes great pride in building relationships with clients and doing everything in her power to exceed their expectations.
Stacey and her family reside in West Warwick, RI. One of Stacey’s greatest joys is spending time with her two children Skylar and Zoey. Stacey also enjoys outdoor activities and art.
Please join me in welcoming Stacey (firstname.lastname@example.org) to our amazing team of professionals.
In closing, I would like to personally thank Melanie for her considerable efforts during Kerry’s absence. Melanie jumped in with both feet and did whatever was necessary to meet your needs, while maintaining a smile and an inspiring positive attitude.
Our primary focus is helping you live your BEST Life, as you define it. This focus includes ensuring we are efficient, totally customer-centric, and consistently demonstrating our value to you. Thank you for letting us serve you.
Please reach out any time to discuss your financial plan/investment strategy or just to check-in.