Client Services Manager
Sheila joined the firm early in 2017 as an outside associate to an advisor and later transitioned to RIA Innovations. She works directly with other Client Services Associates and advisors to manage and maintain client accounts. She brings with her over 10 years of financial industry experience.
Her extended education focus was Business Administration and she has passed the Series 65 Uniform Investment Adviser Law Examination. Her passions include health, fitness, hiking, motorcycle rides and spending time with her family.