Roxanne Welker

Roxanne Welker, FPQF™

CLIENT SERVICE MANAGER

In her role as a Client Service Manager, Roxanne is our team member who works directly with our advisers to assist with client applications, generating reports for client meetings, and overall maintenance for our managed client's records.

Roxanne received an Associate's degree in General Business-Real Estate from Daytona Beach Community College, a Financial Paraplanner Qualified Professional designation from the College of Financial Planning, and is a Notary Public for the state of Michigan.

Roxanne and her husband Robin are both active members of the New Hope United Methodist Church. They Live in Michigan on her family farm of four generations.

Roxanne enjoys gardening, scrap-booking, bible study, and takes great pleasure in her grandchildren.