She will get you on John’s calendar, services Multi-Fund® accounts, and handles setup and servicing of client accounts.
Belma joined the team in February 2022. She has worked in the financial industry for the past 18 years as an office administrator, handling all areas of agency support. She has developed key relationships with clients over the years and is responsible for all aspects of client service within the practice.
Belma and her husband Jeff live in Hilliard, Ohio where she enjoys gardening and spending time with her four grandchildren and two grand dogs.