Connie is the first point of contact for CollaborativeWEALTH® Treasure Coast clients and customers.
Through Connie, clients are able to obtain answers to their general questions and schedule appointments with any of our advisors.
In addition, Connie oversees the paperless file management system, our advisor’s calendars, and assists with the submission of new and existing account paperwork.
For 17 years, Connie was an administrative assistant for the city manager and attorney with the city of Port St. Lucie. Wanting a change of pace, Connie joined Treasure Coast Financial in 2006.
Connie is married to Bob Kramer and has a daughter, Michele, who lives in San Francisco, CA.