Theresa Bakos is the Director of Client Services for HLM. Theresa manages all Hollander Lone Maxbauer client services and communications. With more than 20 years in the financial service industry, her responsibilities include the coordination of all staff services, the organization of the HLM client review calendar, and the servicing of direct client requests. Theresa also keeps clients up to date through the various newsletters, statements, and tax updates HLM prepares.
Email Theresa at TBakos@mymoneyguys.com
