Director of Insurance Client Service/Investment Client Service Coordinator
Leah is both the Director of Insurance Client Services and an Investment Client Service Coordinator at Richardson.
In her role as Director of Insurance Client Services she is responsible for all aspects of obtaining new insurance policies and assuring proper maintenance of existing policies. This includes generating quotes/proposals, obtaining preliminary underwriting pricing, coordinating completion of applications, managing in-force policies, and coordinating policy service requests such as beneficiary or owner changes, policy loans, and premium changes.
In her role as an Investment Client Service Coordinator, she assists with onboarding new clients and providing ongoing client service. This includes opening new accounts, account transfers, daily account activity review, check requests and cash balance maintenance. She personally assists our clients with completing paperwork and answering any service-related questions.
Prior to joining Richardson, Leah worked at Northwestern Mutual for 11 years. Leah received her life, health, and Series 6 license in 2015 and her Series 63 license in 2016. Leah graduated in 2008 from Milwaukee Area Technical College with an associate degree in marketing management/communication. Leah also received a bachelor’s degree in 2011 from Cardinal Stritch University in business and management.
Securities offered through Valmark Securities, Inc. Member FINRA, SIPC
130 Springside Drive, Suite 300 Akron, Ohio 44333-2431 1-800-765-5201
Richardson Financial Group, Inc. and Richardson Capital Management, LLC are separate entities from Valmark Securities, Inc.