Experience

Covenant Wealth Strategies

• United States
• Financial Services
• 1 - 100 Employee

• Client Concierge

  • Apr 2020 - Present

  As a Client Concierge at Covenant Wealth Strategies, I strive to provide proactive concierge services to support our advisors and our firm's mission, vision and values. Would your financial advisor be one of your first five phone calls when there is a change in your life – both good and bad? Have you thought about how you will respond to planned or unplanned changes? Our goal at Covenant Wealth Strategies is be on your First Five™ list because we care and because there is always a financial implication. We take a focused and tailored approach to our comprehensive financial planning process that involves understanding your unique financial objectives and designing a strategy that strives to build and preserve your wealth over the course of your lifetime and events. We work diligently for our clients to earn the opportunity to be a First Five™ phone call. We understand that this position is sustained through exceptional service. We consider it a privilege and honor to be a First Five™. Partnering with you allows us to live our purpose-driven mission and to act as a catalyst for your future. Email me at deb@covenantwealthstrategies.com or call 302.234.5655 to learn more. Mission: The team at Covenant Wealth Strategies is a catalyst, striving to build financial security, see dreams fulfilled, and create enduring legacies. Core Values: - Integrity - Excellence - Empathy - Wisdom Value Proposition: Our goal at Covenant Wealth Strategies is to be your trusted advisor by offering professional knowledge, integrity and personalized service. We believe that starting with a comprehensive financial plan is the cornerstone to success. We are committed to building and maintaining a long-term relationship with you. Services: Financial planning, investment management, retirement planning, estate planning, tax strategies, risk management, saving on and for college etc. Show less



Chatham Financial

• United States
• Financial Services
• 700 & Above Employee

• Client Account Analyst

  • May 2019 - Apr 2020

• Accounting Specialist

  • Aug 2013 - May 2019


Icon Information Consultants
• Business Analyst

  • Apr 2012 - Aug 2013

HTG Consultants, LLC
• United States
• Real Estate
• 1 - 100 Employee
• Consultant

  • Oct 2010 - Apr 2012