Broker Check
 

Employee Spotlight - Client Service Team

| April 30, 2017
Share |

At PYA Waltman, we believe in a team approach to serving our clients.  We are fortunate to have a stellar team of employees who work together to provide the talent and expertise needed to serve your financial needs.

In an effort to introduce each of the members of our team, and how they can help you, we are beginning a new blog series titled Employee Spotlight.  Since excellent client service is the heart of PYA Waltman, we will begin the series highlighting our Client Service Team.

Client service includes things such as new client onboarding, account opening, asset movement, withdrawal requests, account updates, performance reporting and so much more.

April Smith serves as our Client Service Manager and is your go-to-person for any service-related account questions or requests.   She oversees account reporting, client deposits and withdrawals, client and account databases, and financial planning document review. April was one of the first four employees of our firm and has been with us for over 12 years!

Outside the office, April enjoys spending time with her husband, Bryan and their family supporting the Tennessee Vols and working on her farm in South Knoxville.  She is also a weekly volunteer “Cuddler” at East Tennessee Children’s Hospital providing comfort to babies in the Neonatal Intensive Care Unit.

  • Favorite food: Sushi
  • Hidden talent: I can play the piano
  • Favorite quote: “Live simply, love generously, care deeply, speak kindly and leave the rest to God.” – Ronald Reagan

Amy Gattis is our Client Service Associate and is responsible for account set-up and maintenance, invoicing, retirement plan client support and serves as back-up for client requests. You may also hear her answer the phone often, as she is also the back-up to our Client Liaison.

Amy appreciates that every day at work is an opportunity to learn something new; but when she’s not at work, she enjoys spending time with her husband, Jason, and their three children. She also enjoys leading Puzzled, a young adult Sunday School class for her “other children.” Amy holds many titles outside the office including Soccer Mom, Dance Mom, and “As-Needed-Pianist” to name a few.  Her favorite part of every week is attending an adult hip-hop class at Premiere Dance Studio.

  • Favorite food: Hamburger and French fries
  • Hidden talent: I can do a hand stand (and almost a split)!
  • Favorite movie: When Harry Met Sally
  • Favorite quote: “Do all the good you can, by all the means you can, in all the ways you can, in all the places you can, at all the times you can, to all the people you can, as long as ever you can.” – John Wesley
To learn more, visit the Our Team page on our website.
Share |