Carmen Schuck
FPQP™, Client Service Senior Team Lead
Team member since: April 2025
Who you can call when:
You need reliable administrative support and good customer service.
Who’s your Superhero and Why?
My favorite superhero is Invisible Woman. She is grounded and keeps the team in check. Her ability to turn invisible means that she is able to fly below the radar, but her impact doesn’t go unnoticed.
What’s the best part of your job?
Developing efficient processes that allow productivity to flourish.
What matters most to you?
Structure and accuracy, ensuring efficiency when servicing our clients’ needs.
a powerful
force
for good
By helping you coordinate the complexities of your financial life, we can create more time for what matters most and empower you to make an impact in the lives of the people you care about. Take a minute to get to know us!