Chris joined the Mackie/Lowe PWM team in September 2022 as an Administrative Assistant. Chris works alongside the team to enhance client experiences by providing exceptional administrative support to the team and our clients. He strives for excellence by always providing the highest quality of service towards your financial planning needs.
Chris will specifically focus on:
• Responding to your communications openly and directly.
• Coordinating client meetings and requests.
• Updating our database to ensure all client information is recorded correctly.
• Preparing, finalizing, and distributing financial planning-related documents before and after annual review meetings.