Reese Whitfield

Reese Whitfield assists as a Regional Office Manager, Sr. Client Service Associate and Notary. 

Reese makes every effort to receive clients with genuine care and professionalism, both in person and over the phone. She performs most clerical functions related to opening client accounts, maintaining client accounts / files. As well as a wide variety of other administrative and office management duties. She also works closely with the Director of Personnel to onboard and train new hires. Reese strives to be adaptable, dependable, and knowledgeable in her diverse roles. 

Her long history of customer service, management and administrative experience helps create positive energy for the office, and provide exemplary assistance to Advisor’s, Client’s, and Staff. 

Reese enjoys many hobbies in her spare time, reading, writing, and painting among them. She also loves being outdoors, especially at the lake, and spending as much time with her family as possible.