STEVE BOWLDS ADVISORY - Key Persons
Job Titles:
- Marketing Director
- Marketing Assistant at Retirement Benefit Advisors
Daisha is the Marketing Assistant at Retirement Benefit Advisors. She has been working with her grandpa's firm (Steve Bowlds AKA Grampy) since she was 16 years old. She currently assists in marketing collaboration, evaluates project activities and results. She is valuable member of the team and uses all her talents to help aid in the client experience.
Daisha loves spending time with her cat Nyla and enjoys playing board games with her friends.
Elizabeth has been with Retirement Benefit Advisors since August of 2018. She started out as the Administrative Assistant and is now the Executive Assistant/Office Manager. Her responsibilities and contributions include:
Overseeing general office operation
Coordinating appointments and meetings and managing staff calendars and schedules
Supervising, mentoring, training, and coaching our office staff and delegating assignments to ensure maximum productivity
Producing reports and composing correspondence
Developing and maintaining Client files
Developing and maintaining various financial reports.
Coordinating client services requests and providing advisor support
Elizabeth has been married to her husband Johnny since 1998 and they have three wonderful daughters. Elizabeth enjoys traveling and exploring new places. You can often find her at a museum continually learning about history and human nature.
Madeline has been working from home and in the office with Retirement Benefit Advisors since April of 2020. While in the office she is the first person you see when walking up the stairs.