Denise Wentworth
Client Service Associate

Denise Wentworth, Sound Generational Wealth Client Service AssociateAfter multiple years of working for a large financial corporation, I wanted to work in a more intimate office setting alongside a dedicated team who all share the same vision and goals. Sound Generational Wealth presented this opportunity to me, and it just felt right.

I enjoy working at Sound Generational Wealth because of the passion everyone here has for what they do and their resolve to offer our clients the best service possible.

As a Client Service Associate, I provide customer service, follow up on pending cases, and handle paperwork. Being involved in the process of creating financial wellness for our clients is very gratifying, and I am thankful to be part of such an amazing team!