Becky Zimmer brings over 16 years of client service and payroll experience from our affiliated firm, Conway, Deuth & Schmiesing, PLLP (CDS). As our Client Services Specialist, Becky is known for her exceptional administrative support and commitment to delivering an outstanding client experience. She manages appointment scheduling, welcomes clients, facilitates account openings and transfers, and provides valuable support to our financial advisory team. Becky’s expertise and dedication make her a key asset to our firm.