Aleta serves as an Executive Assistant for the team, providing essential advisor support and playing a key role in the team's daily operations. With 25+ years of administrative experience in the financial services industry, she is passionate about delivering prompt, professional client service while fostering strong, personal relationships with clients.

In her free time, you’ll find Aleta spending precious time with her growing family, tickling the ivories, tending her gardens, searching for a good recipe, and enjoying a round of golf.

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