CALIFORNIA CONSUMER - Key Persons
Job Titles:
- Client Relationship Manager
Bonnie joined the LMFS team in Fall of 2022. She provides a professional and caring touch with your personal planning. She is a rare combination of being very smart and a great people person! She made a 100%...
Bonnie joined the LMFS team in Fall of 2022. She provides a professional and caring touch to your personal planning. She is a rare combination of being very smart and a great people person! She made a 100% score on her state insurance exam. She will follow up through phone, text, Zoom and email to help answer questions and arrange annual and semi annual reviews. She has twin daughters at the local high school . She shines with a warm demeanor to brighten your day!
Rhonda oversees your applications, paperwork, claims and service requests. She arranges annual reviews via phone and email. She watches over your project like a shepherd safely protects the prized herd from start to finish. She crosses the T's and dots the paperwork I's for you. Prior to joining our team, Rhonda managed several bank offices before moving from West Virginia to Eastern NC. She is committed to your financial security and tailor fitting your plans to your desired outcome. You can rest knowing Rhonda will see your important project through to completion