Clients know they can depend on Noreen to see that their questions and concerns are addressed promptly and to their complete satisfaction. Her duties include opening accounts, transferring assets, helping maintain our financial advisors’ calendars and events, client communication, and systematic research. She works closely with our financial advisors and office staff to ensure a seamless service experience for clients.

Before joining our team, Noreen gained extensive and beneficial experience in various roles. She began her career in financial services as a Corporate Trainer with Jackson National Life in 2004 before transitioning to JPMorgan Chase in 2010 as a Retirement Education Specialist. In 2012, she joined Presidential Wealth Management as a Senior Financial Specialist, where she worked for nine years and held similar duties to her role today. Noreen graduated from the University of Denver and earned a Certificate of Advanced Studies in Executive Leadership.

Noreen’s customer service experience, coupled with her administrative and office management experience, has provided her the understanding and flexibility to service each client’s unique needs. She aims to support our clients, take away any worry about financial stress in their lives, and be comforted knowing that she and the rest of our team have their best interests as their top priority.