Throughout her career in financial services, Lianne has utilized her compassion, attention to detail and dependable nature to help ensure clients are provided the high level of dedicated service they deserve. She strives to approach each client request or question with a positive attitude and conscientious manner. Lianne is dedicated to helping us provide a quality client experience. She is committed to helping educate and inform our clients throughout their financial journey, while working to make their lives easier.
She assists clients with check, wire and money movement requests, address changes and all things related to their accounts, including answering questions and processing account updates. Lianne also greatly assists our financial advisors and plays a key role in preparing reports, processing documents and handling administrative duties.
Lianne started with Sanford Family at Reichenthal, Family & Agel in March 1997 and has been with us for over 26 years.
Originally from Clifton Park, New York, Lianne lives in Colonie with her husband.