Theresa Bakos is the Director of Client Services for HLM. Theresa manages all Hollander Lone Maxbauer client services and communications. With twelve years in the financial service industry, her responsibilities include the coordination of all staff services, the organizing of the HLM client review calendar, the servicing of direct client requests, and the updating of HLM’s social media presence. In addition to YouTube, Facebook, and LinkedIn, Theresa keeps clientele up to date through the various newsletters, statements, and tax updates HLM prepares.
Email Theresa at TBakos@mymoneyguys.com
