Infinite Wealth Planning Is Growing!

We are adding client service support!

Due to the continued success and trust you’ve placed in our firm and our partnership through National Wealth Management Group, we’re thrilled to announce that we are investing in client service support to continue to deliver top-tier service to our clients. This client service team will help with operations support and provide you with another line of support as your needs arise and change.

Christie Halko is the head of the client service team and will serve as the primary point of contact for your support. Christie brings an impressive 18 years of client service management experience from Edward Jones. She joined National Wealth in 2021 and continues to lead the operations and service delivery side of the business.

This strategic reinvestment in our company reflects our ongoing commitment to enhancing your experience. We understand the importance of seamless support and proactive communication, and by incorporating service support staff, we hope to deliver even more value to your bottom line.

You may hear from Christie in the future as she helps us streamline our client communications and support your needs. We are incredibly excited to welcome her!

Thanks For Reading! We Hope To See You Again!

For More Updates:

Advisory services offered through National Wealth Management Group, LLC, a Registered Investment Adviser. This information is intended for educational purposes and is not intended as a recommendation to buy or sell securities. Investing involves risk. Before investing, you should consult with a financial advisor to determine how a specific investment strategy fits your personal goals and objectives.