CLIENT RELATIONSHIP ADVISOR
“Being the newest (and youngest) team member at The Wealth Group, I aim to make myself available for any projects that will help us improve advice delivery to our clients. I assist in marketing, reviewing and updating client retirement plans, data entry and analysis, creation and improvement of client deliverables, and learning the service-side of our business.
I will be getting to know our clients in the years to come!”
Even as a young adult, keeping her finances in order and planning for the future has allowed Paige to experience wealth as a blessing rather than a stressor. She wants people to know that same freedom, especially when life gets complicated.
- Bachelor of Science in Business Administration and minor in Christian Studies from North Central University
- Series 7 licensed through FINRA.
Paige is passionate about traveling and experiencing new places around the world. She loves a good cup of coffee and living in the city. In Paige's spare time, she enjoys reading, being outdoors, and spending time with family and friends.
Questions for Paige
What was your first job?
What is your favorite book and why?
Ender's Game--a science fiction book that I read in high school and loved. I don't know what it is about this book, but I've read it probably 12 times.
Where is the most interesting place you've ever traveled?
Kunming, China, in August of 2016. This trip changed my perspective on a lot of things.