Sherrie is our Front Office Relationship Manager and as such is a major point of contact for our clients, both on the phone and in the office. Her work is varied, but she says her prime motivation is keeping clients happy and making days smooth for clients and co-workers alike.
Education: B.S. in Interpersonal Communication from the University of Montana (1991).EMAIL
Stacie provides support for representatives in the Missoula office including compliance maintenance, marketing, client correspondence, research and scheduling assistance. Stacie has worked in the financial services industry for 12 years in Life, Disability, and Long Term Care Insurance.
Education: B.A. in Business Administration with Marketing emphasis (2001); Series 6, 63, and 65 EMAIL
Tessa serves SG Long & Company as a client service representative. Tessa works diligently to assist our clients and brokers with all of their needs. Tessa has worked in the financial services industry since 2011. She has a passion for exceptional customer service and is excited to meet our client’s needs.
Education: B.A. in Psychology from the University of Montana, Missoula (2014)
Community Involvement: Enjoys supporting local animal shelters and is a pet adoption enthusiast.