From preparing review meeting agendas and new account forms to running reports, she is here to ensure our clients are on track to meet their goals as they transition into retirement and as they live the retirement they planned for.
In short, Doris plays a key role in FMC’s client support. It’s a role she lives for. “I love helping guide people toward their financial goals,” she says. Much of what she does gives both structure and guidance to our clients’ financial goals It’s structure that ultimately helps our clients experience their own version of an Incredible Retirement®.
And family means a lot to Doris. She’s happily married to her husband of 31 years, and she’s incredibly proud of her two kids. Her son attends West Point U.S. Military Academy as a physics major. The junior (or cow, as they’re colloquially referred to) was recruited to the school through a soccer scholarship. Meanwhile, Doris’s daughter just graduated from Florida State University with a Masters of Art Education.
Doris is also passionate about cooking. Well, she loves to shop for food, then cook. She loves to browse through local farmer’s markets for produce in season. Doris then brings the ingredients together to create fresh meals for her family (and her co-workers) to enjoy.