Get to know my dedicated team

Each of us are committed to providing exceptional service. If you need to schedule an appointment, request service, or have a question about a policy or account, please don't hesitate to contact us.

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Erin Jennings

Director of Client Services

Erin, originally from Ft. Lauderdale, Florida, joins us as the Director of Client Services. She holds a Bachelor of Arts in Humanities with a concentration in Communications from Florida State University, and she also studied abroad in Italy.

 

With a proven track record in digital media promotions and sales, Erin is known for her efficient time management and strong interpersonal skills. She is adept at using social media platforms and various technological tools. At Payrolls Plus in Oakland Park, FL, she served as an Administrative Assistant, managing communication processes, ensuring compliance with documentation, and representing the company professionally. Her role also involved planning and executing events and handling various clerical and personal tasks.

 

Erin's focus on client service and process improvement makes her a valuable asset to our team, and we look forward to her contributions.

Photo of Investment and Planning Associate Shailee Polnasek

Shailee Polnasek

Investment and Planning Associate

Shailee, originally from Washington State, is a recent graduate of Florida Atlantic University, where she earned a BBA in Finance with a minor in International Business. She is passionate about helping individuals and businesses navigate their financial journeys. As an associate on our team, Shailee is a crucial piece of our team's financial planning process, preparing and handling clients' financial strategies and plans.