Business Operations Specialist
As our newest member, Tawnya joined Strategic Financial Concepts in February, 2021 as Business Operations Specialist. Her prior background consists of 29 years in education. She earned a BS with a minor in math from the University of Wisconsin Platteville and has a Master’s degree from the University of Wisconsin Stevens Point.
As Business Operations Specialist, she is responsible for servicing client accounts, new account applications, assisting advisors with preparation of financial planning reports, and ongoing marketing projects. She enjoys working with clients and learning as much as possible about the financial industry.