Denise is a Client Service Associate for Good Life Financial Advisors of NOVA. She is responsible for all ensuring that account opening, money movement, and account service requests are handled in a timely and efficient manner. Denise is passionate about ensuring that our clients receive top notch service from their advisor.
Prior to joining Good Life, she worked for a large investment firm in Berwyn, Pennsylvania for more than 20 years. In that role, she was exclusively tasked with opening all accounts, processing all paperwork, organizing a large number of advisors who were associated with the firm, and keeping all three branches of AFG organized and compliant.
In her spare time, Denise enjoys spending time with family and friends. She and her husband Ken enjoy traveling.