Dorota joined our team as a Client Service Specialist in January 2025, bringing extensive experience and a passion for helping clients. With a strong background in client service, insurance sales, and investments, she is dedicated to guiding clients through their financial journeys.

In her role, Dorota plays a key part in ensuring a seamless client experience, from onboarding to asset management and ongoing servicing. She leverages her communication skills, attention to detail, and organizational abilities to provide exceptional support.

Dorota holds a Bachelor of Arts in Psychology from the University of Connecticut and is committed to expanding her expertise in financial securities. Outside of work, she enjoys spending time with family and friends, playing tennis, and relaxing at the beach.