Adrianna is a supportive team member of our firm. She facilitates paperwork for clients, handles distributions in a timely manner, and updates client account information to allow us to meet our client’s objectives.
You can contact Adrianna for assistance with establishing distributions from accounts, periodic contributions to accounts, tracking distributions, to update banking information for scheduled distributions and contributions, as for tax and cost basis inquiries.
Adrianna graduated from Phoenix University 2020 with her Bachelor of Science, with the goal of aiding people through important life circumstances. Adrianna is engaged to her best friend, Joe. When they aren’t planning a wedding, you can find them fishing on their boat, hiking, travelling, and spoiling their dog, Frank.