Becky joined Witzig Financial Strategies in 1999 and provides excellent client service and support. She is primarily Michael Witzig’s assistant but also works with all of our financial advisors. She focuses her efforts on client processing from beginning to end and maintains timely and efficient client workflows for all of our client accounts. She adds to her responsibilities by servicing client needs and enjoys the many face-to-face meetings with our clients to make sure everything is done right and to their satisfaction. She is definitely a team player and vital asset to Witzig Financial Strategies. When not working, she enjoys time with her husband, children and tries not to spoil her wonderful grandchildren!
Laura joined Witzig Financial Strategies in 2003 and has provided valuable assistance to all of our client needs. She is primarily Bartt Stevens’s assistant but also works with all of our financial advisors. She focuses her efforts in working with the many retirement plan accounts seeing that reports are prepared, service requests are met, and assisting in the work flow needs for personal accounts. She also works on many special reports or projects that may be required by our financial advisors. When Laura is not working, she spends her time with her family and grandchildren and has a deep passion for running and enters numerous running events throughout Central Illinois.
Valerie joined Witzig Financial Strategies in 2014 and fills a very important role of coordinating client contacts and necessary follow-up. She provides vital support for important office processes, clerical work and client record imaging. Valerie provides a welcoming and cheerful atmosphere to clients visiting our office. She handles all telephone communications and works on specific projects as needed for the entire advisory team. All of her efforts help our firm run as smoothly as possible. When Valerie is not working, she spends time gardening, traveling, and spending time with her family and granddaughter.