As a Client Service Specialist, Keitha researches and completes paperwork to open, update, maintain, and service client accounts. She ensures tasks are performed with a sense of urgency and no aspect of a client’s financial plan is left undone.
Keitha updates the database of important client interactions, completes applications and check requests, monitors transfers, opens accounts, manages and maintains office technical systems, and supports other team members during tax season.
She and her husband Danny are very involved with their kids’ athletic activities; you can usually find them cheering at baseball and volleyball games. They do a lot as a family, including raising chickens for the children’s 4H projects.