Since 1987, Chandra has been dedicated to helping our clients. Chandra is in charge of client assistance and the responsible for making sure the needs and requests of every client are met to the fullest. Chandra works closely with The Filla Latzke Group's Financial Advisors to help our clients reach their financial goal. A personalized approach for each and every client and their needs is Chandra's trademark.
Since 1996, Dawn has been utilizing her extensive background in financial services. Dawn facilitates the business development needs of our team. She looks for ways to improve communication with our existing clients as well as new clients by planning and managing client events and seminars and developing team materials. Dawn also oversees The Filla Latzke Group's website and assists clients with their internet needs.
Renate has been providing financial services for over 20 years. She brings to the team her knowledge of the day-to-day operations needed to run a well organized business. Renate employs her skills to facilitate client service needs, establishing new accounts, and sending clients up to date information and service forms to keep accurate and detailed information.