Kamila Bobak Client Service Associate

Kamila enjoys helping others and appreciates being part of a team whose mission and primary focus is providing careful guidance and exemplary service to its clients.

Before Joining our team in 2022, Kamila was a teacher. She worked at the preschool and elementary grade levels. She earned a Bachelor’s Degree in Elementary Education.

Just as she helped her students achieve their goals, she continues that work with our team to help meet our clients’ goals. She handles account development and maintenance. She reviews and processes trade instructions. Kamila provides support for our advisors by acting as a connection between financial advisors, clients and outside financial organizations to process client requests and provide information.

In her free time, Kamila enjoys traveling and going on hikes whenever she can. If she’s not doing those two things, she’s spending time with family or reading a book.