Savannah Reed

As a member of the Client Services Team, Savannah supports banking and insurance tasks in addition to managing the dictation process and management of Microsoft Teams. Savannah partners with the wealth counselors and serves as a first point of contact for clients while working closely with their attorneys, CPAs and service providers. She also assists with meeting preparation and a variety of administrative duties. Her wealth of client service experience across several different industries has helped her develop and hone the client-first mentality she applies to everything she does.

• Certified Dental Assistant (DNAB), Central Pennsylvania Institute 
• Occupational Safety and Health Administration (OSHA)
• National Healthcareer Association (NHA) Phlebotomy Technician Certification (CPT), Lock Haven University