phyllis-sloanPhyllis Sloan

Client Service Coordinator

“AT ACG, it seems like no two clients are alike. As a Client Service Coordinator, it gives me great joy to know that I’ve played a part in helping them achieve their financial goals.”

As a Client Service Coordinator, Phyllis Sloan helps with client onboarding, including account transfers and account maintenance. She is also responsible for keeping ACG’s in-house client database up to date and reporting on quarterly performance and billing.

Originally joining ACG in 1989, and rejoining ACG in 2010 as a Client Service Coordinator, Phyllis worked in the government sector as an administrative assistant.