We want to welcome and introduce the newest member of the Phillip James team, Chelsea Paurus!
Chelsea brings over seven years of experience in accounting and office administration and will be taking on the role of Client Service Advisor and Office Manager. She will be assisting clients in creating personal financial plans and contributing to the development of the investment analysis process in addition to keeping Phil and Jim organized and on task.
Chelsea will be reaching out to Phillip James' clients to introduce herself and you may see her around the office so join me in welcoming her to the team.
You can read her full biography on our website - here.