Rhonda strives to provide exceptional client service. She manages all aspects of client account maintenance from opening new accounts, updating account information to managing account transfers and distributions. While ensuring that the administrative needs of client accounts have been met, her primary concern is building a personal relationship with every client.
Background and experience
Rhonda began her career in the financial services industry as a receptionist with Lincoln Financial Advisors in San Diego while earning her bachelor’s degree in English. Rhonda was promoted to Executive Sales Assistant and Office/Compliance Manager and passed both her Series 7 and Series 24 security registrations shortly thereafter. Prior to joining Pekin Hardy Strauss Wealth Management, Rhonda was a Registered Client associate for Wells Fargo Advisors for 17 years. Rhonda and her husband recently relocated to Northern Michigan and enjoy the outdoors and travelling in their RV with their pups.
Email: [email protected]
