Client Service Associate
Client Service Associate
Yvonne is a Client Service Associate at Blue Chip Partners.
Prior to joining Blue Chip Partners in 2019, Yvonne worked in the financial services industry for over 20 years. Yvonne spent a significant part of her career managing client service and operational duties for Naoko McKelvey while they were at another local RIA firm.
Yvonne and her husband, Rick, enjoy entertaining their extended families and friends. She also likes to bake, garden, and scrapbook.
Definitely the people! I felt “at home” the first week of my employment. They are genuine, professional, friendly, and just plain fun to be around. You can truly see that they care about their client relationships and the company. They always give their best personally and professionally.
I love the fall because the weather starts cooling down, but then you can get some random warmer days. Nothing beats a cool, crisp fall day!
Sincerely letting me know I’m appreciated.
Our wealth management team is ready to help you get the most life out of your wealth. If you have a portfolio of at least $500k, please give us a call. Click here to get started.
Privacy Policy | Terms & Conditions | Disclosures
Copyright © 2024 All rights reserved.
