client service director
Lavan is fascinated by the financial industry. She has extensive experience working with a Registered Investment Advisor (RIA). We are thrilled to have her 10+ years in administration and customer service as a backbone for our clients needs.
As the Client Service Director, Lavan is excited and engaged to serve our clients at the highest level with her bright, sunny disposition. She ensures all client needs are handled expeditiously with ease and grace. She passionately works behind the scenes making sure every detail is complete. In addition to her wealth of professional skills, Lavan is a notary.
Lavan enjoys weight lifting and anything that challenges her cognitive and physical abilities. She is an Iraqi refugee who was raised in Louisville, Colorado and is grateful every day to live in America.