Marisa Hardwick

Client Services Specialist

|

Chicago

Phone:

(312)-664-4090

As a Client Services Specialist, my responsibilities include providing administrative support to our financial planners and excellent customer service to our clients. With a background in healthcare services and working in residential life as a Resident Advisor while in college, it has always been a passion of mine to help those in need. I strive to foster a supportive environment for our team, assuring they can depend on me to deliver top-notch service to our clients.

“Don’t devalue your gift before the world has had a chance to determine what it’s worth.”

I was born and raised in Chicago and am a true city girl! Chicago is home, but I love to travel as well. I feel my best in nature and find any excuse to enjoy the outdoors, such as kayaking, festivals, picnics, and attending outdoor concerts. My favorite pastimes include spending time with my best friends, crafting, trying new restaurants, and watching college sports, especially volleyball and football. You can find me at karaoke or trivia night if I’m not doing any of those things.

Education: Bachelors of Science in Kinesiology 2021 – University of Illinois Urbana-Champaign

My life’s biggest milestone: So far, graduating from college during the pandemic.

My favorite thing(s): Traveling, cooking, and musicals

Favorite destination: My grandparents’ house in Michigan.

Most effective saving tip: Create a monthly budget that includes savings as an “expense” and keep that money in an account you don’t touch, such as a high-yield savings account.

The person I look up to: My papa, he is the wisest man I know!

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Schedule a free 15 minute conversation and we’ll spend a few minutes getting to know each other so we can learn if what you are seeking and what we provide are a good fit for each other. If it seems like a fit, we’ll talk about next steps. If we’re not, we’ll help you find the right group for your needs.

Play Video

We’d like to meet you!

Schedule a free 15 minute conversation and we’ll spend a few minutes getting to know each other so we can learn if what you are seeking and what we provide are a good fit for each other. If it seems like a fit, we’ll talk about next steps. If we’re not, we’ll help you find the right group for your needs.