Account Manager: Vanessa

Vanessa

Vanessa

As an Account Manager, Vanessa assists clients in the establishment of Solo 401k retirement accounts with Checkbook Control, from setting up the plan documents to providing exceptional services to ensure plan compliance.

She enjoys working with clients on a daily basis to address their questions and concerns.┬áHer mission is to become a reliable and helpful resource to her clients on the subject of self-directed retirement planning and to contribute to the client’s goals and success, while upholding the highest standards of service quality and business integrity.