Client Services Manager

Ms. Barrett brings over thirteen years of industry experience to her position, having honed her skills at well-established Estate & Financial Planning firms.

Ms. Barrett’s responsibilities include working with advisors and clients in organizing and preparing key documents, reports, presentations and correspondence. She also serves as a direct liaison to clients and spearheads the pre-underwriting of all life and variable life insurance applications.

Ms. Barrett is outstanding in her role as Client Services Manager and head of client-related administrative issues. She embodies Ashton Group’s commitment to "getting it done right" and "getting it done now." Her broad skill set and ability to handle many critical tasks with unfailing professionalism has made Ms. Barrett truly indispensable within the company.