Administrative Assistants

The Administrative Assistants at InvestWise Financial, LLC are committed to maintaining the highest standards of integrity and professionalism in our relationship with you, our client. We endeavor to know and understand your financial situation and provide you with only the highest quality information, services, and products to help you reach your goals.

 

 

Andrea Priestley

Administrative Assistant to Dean Thurman

Erin Comeford

Administrative Assistant to Dean Thurman & Andrea Priestley

Samantha Whaley

Administrative Assistant to Mike Thurman

Kristen Zammit

Administrative Assistant to John Kennedy

Taylor Frank

Administrative Assistant to Scott Rooney & Kelly Boyd

Diane Waelchli

Administrative Assistant to James Uh

Nick Robeson

Seminar coordinator at InvestWise Financial, LLC