Clients know they can depend on Noreen to see that their questions and concerns are addressed promptly and to their complete satisfaction. Her duties include opening accounts, transferring assets, helping maintain our financial advisors’ calendars and events, client communication, and systematic research. She works closely with our financial advisors and office staff to ensure a seamless service experience for clients.
Before joining our team, Noreen gained extensive and beneficial experience in various roles. She began her career in financial services as a Corporate Trainer with Jackson National Life in 2004 before transitioning to JPMorgan Chase in 2010 as a Retirement Education Specialist. In 2012, she joined Presidential Wealth Management as a Senior Financial Specialist, where she worked for nine years and held similar duties to her role today. Noreen graduated from the University of Denver and earned a Certificate of Advanced Studies in Executive Leadership.
Noreen’s customer service experience, coupled with her administrative and office management experience, has provided her the understanding and flexibility to service each client’s unique needs. She aims to support our clients, take away any worry about financial stress in their lives, and be comforted knowing that she and the rest of our team have their best interests as their top priority.
When I’m not at work, you can find me soaking up the outdoors every chance I get. I consider myself so lucky to live in a unique part of the country that can be simply breathtaking, so I love to take advantage of our surroundings, whether that means a round of golf, paddle boarding, skiing, bike rides, or hikes. I appreciate my time outside and taking in the beauty around me!
Crux Wealth Advisors is a Registered Investment Adviser (“RIA”). Registration as an investment adviser does not imply a certain level of skill or training, and the content of this communication has not been approved or verified by the United States Securities and Exchange Commission or by any state securities authority. The information on this website is for general information only. It does not constitute investment advice, or advice on tax or legal matters. Investment advice will only be given after a client engages our services by executing the appropriate investment services agreement and shall be subject to the terms and conditions therein. Crux Wealth Advisors renders individualized responses to persons in a particular state only after complying with the state’s regulatory requirements, or pursuant to an applicable state exemption or exclusion. All investments carry risk, and no investment strategy can guarantee a profit or protect from loss of capital. Past performance is not indicative of future results.
