CLIENT SERVICE SPECIALIST
HER MOTTO:
“It’s about making clients feel comfortable and cared for.”
Glenda began working in the fee-only industry in 2009 as an administrative assistant for a Fee-Only financial planning firm in Fort Wayne, IN. She joined Dickmeyer Boyce in 2012. Glenda has become a vital member of our client service team, assisting with our daily portfolio management system download and helping to manage our client relationship management software. She also prepares client meeting reports and assists in processing new accounts, transfers, money movement and other service related requests.
Glenda is an active member of Grace Point Church. She enjoys gardening, cooking and spending time with her family and friends. She is married to husband Jeff and they have two children; David and Philip and one grandson; Aidan.