Director of Client Relations
With more than 10 years in the industry, Reese takes care of the client service needs efficiently and effectively, maintaining a steady flow of communication. In addition, she’s the point of contact with our broker-dealer, LPL Financial, to process all back office requests. Reese handles the accounting of the firm and works alongside the CCO in the Compliance Committee to maintain compliance with the ever-changing SEC and FINRA regulations.
Prior to joining the Riverpoint team in 2013, Reese worked with Blane Shea, managing partner, for almost 6 years. She was the office manager at Shea Financial Group, Inc. and took care of all communications with broker-dealer Raymond James Financial Services, Inc. Reese graduated from the University of Illinois with a Bachelor of Arts in Economics in 2006. She holds her Series 7 and 63 registrations through LPL Financial and also holds her Illinois insurance license. She and her husband, Rob, have one daughter together, Eliana.