
WealthCare 365™ Client experience manager focused on building lasting relationships and providing dependable, year-round support.
With nearly 10 years of customer service experience, Mia is passionate about building strong relationships and providing dependable support to every client she serves. As part of the WealthCare 365™ program, Mia is committed to staying connected with clients year-round, providing consistent communication and ongoing support to help them feel informed and cared for throughout their retirement journey. Her goal is simple: to make every client feel heard, supported, and confident, knowing they have someone in their corner who is committed to building lasting relationships.