Team Service Coordinator
Carol is responsible for providing administrative support, day-to-day servicing of accounts and clients’ needs, driving the efforts of the client centric team, coordinating the team’s workflow and acting as an ongoing resource for clients. She has over 33 years of experience as a legal assistant in the areas of wealth management, real estate, estate planning and litigation. Carol earned a bachelor of science in education degree from Central Michigan University. She has a composite major in business education, a minor in office education-secretarial and is vocationally certified in office education.