Team

Our Advisors

Our team is committed to preparing for and transitioning our clients into retirement. They communicate regularly with our clients to understand their needs and assist them in pursuing their financial goals. In an effort to provide sound current advice, they are constantly educating themselves on industry issues and pursuing further professional designations.

Operations

Our Operations Department is responsible for the day-to-day functions of the office. The Operations Department is here to ensure that procedures are in place to best serve our clients and future clients and to efficiently manage office resources in accordance with compliance. This department also develops improvements that will allow Gotleib and Associates to better serve you.

Client Services

At Gotleib and Associates, service is our top priority. Our Client Services department ensures that we are readily available to answer your questions, give prompt attention to your service needs and take a proactive approach to managing your assets. We keep in touch regularly with our clients and we are here when you need us.