Client Services Coordinator
Josie came on board September 3, 2015. In her role, she works closely with Alfie and our clients in preparing/processing documents that include Annuities, Managed Money, Policy information and changes, RMDs and Withdrawals. Josie moved to Florida in 2001 from Chester Springs, PA and resides in Estero, Florida with husband Charles. She enjoys golf, watching NASCAR and is actively involved at Living Waters Church in Estero.