Jenny ScalesDirector of Client Relations

Pettinga Financial Advisors - Jenny Scales

Working with clients is very interesting because you get to know them and learn their stories. You build a relationship with them and, over time, they become more like friends.

PERSONAL PHILOSOPHY

I enjoy the daily interaction I have with our clients as I support them with services such as account opening, cash movement, IRA distributions, and asset transfers, just to name a few.

Exceeding our clients’ expectations means contributing at a level so that the client will continue to do business with the firm. It’s not just the client’s advisor; our entire team is part of the equation. It’s the follow-through, it’s the listening, it’s the understanding, and sometimes it’s interpreting what clients say to determine what they actually need. If you’re not operating at that level, then you’re just like everyone else out there.

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