Office Support
Lauren Harting
Director of Customer Relations
receptionist@circleofadvisors.com
Lauren Harting is Circle of Advisors’ Director of Customer Relations Lauren Has been in the customer service industry for 12 years, Lauren expresses enthusiasm and interest in providing excellent customer service to our clients....
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Lisa Berdeaux
Account Services
Lisa Berdeaux is Circle of Advisors’ Customer Service Specialist. Lisa has over 15 years in client services and experiences. Her mission is to deliver a holistic customer experience, ensuring that our Circle of Advisors have a...
