Kirsten  Dodd

Client Relations Coordinator

Kirsten joined our office in 2003 leaving behind her career in nursing. She has used her organizational and people skills to keep our office organized and running smoothly. 

Kirsten is very versatile and contributes in many ways to the warm and friendly atmosphere of our office. 

She is often the first person clients talk to when they call or come into the office. As well as greeting clients, booking appointments and maintaining office supplies she is our resident technical support for our computer programs and hardware.

Securing your Family's Future

Following the advice of a trusted advisor is shown to be a significant factor in building wealth and achieving investment success. Our team can provide sound advice and a Personal Wealth Management Strategy™ to guide & assist you & your family at any stage of life.