We’re pleased to announce that our Arrowhead Wealth Advisors team is growing! As we serve more clients and offer customized, comprehensive services, we are adding qualified, experienced, passionate professionals to our team so we can continue to provide unparalleled service. As such, we wanted to introduce you to our newest addition, Amy Roset! Here’s her story.
From Then to Now
I entered the financial industry by chance back in 2008 when I started working as a call center representative with no financial experience. I quickly learned how important it was to invest in one’s future and found that I enjoyed talking with financial advisors and investors. I spent a handful of years in this role before stepping out of the working world to stay home with my two children.
Fast-forward five years to when I was ready to start working again. I was drawn back to the financial industry and was lucky enough to find a home at Arrowhead, doing what I love and still having the flexibility to be close to home for my family.
As a client associate, I am passionate about making sure our clients’ needs are met. I spend my days handling client account servicing and taking care of day-to-day office management. With 15 years of customer relations experience under my belt, I love caring for our clients, making them feel secure and appreciated while answering questions and taking care of their requests.
The Best Part
There are countless reasons I love working for Arrowhead, but the best parts are the positive work environment and the privilege of building lasting relationships with our clients. I love hearing their stories, learning how I can help on their journey, and hearing their smile through the phone, knowing I made an impact on their day.
On a Personal Note
I’m a Glendora native and love being able to work where I was raised. My husband and I have been married for 17 years and have two small children, Stella and Winston, and a chocolate Labrador named Teddy. We love to travel and explore new places in our motorhome. Fun fact: my goal is to visit as many national parks as possible!
Want to Know More?
I’ve talked a lot about Arrowhead’s unparalleled service and how much fulfillment I get in offering that to our clients. But don’t just take my word for it—experience the difference Arrowhead Wealth Advisors can make in your life and your finances. Take the first step toward your dream future by calling our office at 626-529-2362 or emailing firstname.lastname@example.org to get started.
Amy Roset is a client associate at Arrowhead Wealth Advisors, an independent wealth management firm dedicated to using a holistic, client-centered approach to help pre-retirees manage risk and grow and secure their savings. Amy provides support with client account servicing needs and day-to-day office assistance. She has over 15 years of experience in customer relations, and you can count on her to be ready with a smile and genuine care while providing her trademark prompt and efficient service. Outside of the office, Amy loves to be outdoors. She enjoys traveling and camping with her husband, Michael, and two children, Stella and Winston.