Connie Russelburg

Client Service Team Assistant

I am the Client Service Team Assistant. I assist the team of advisors by preparing and submitting account applications, forms and reports. I manage deposits, maintain account information and various other duties.

My responsibilities also include assisting clients with their account maintenance, data changes, beneficiary changes, Fixed Annuity processing, Account View maintenance and more. I have over 25 years of experience working as an assistant and I enjoy the process of supporting all of our advisors and clients in any capacity I can.

I have been married for over 30 years and we have 3 children and 2 grandchildren. My favorite times are those spent with family, whether it is outdoor activities, time at the beach or Sunday family dinners.