Meet Our New Team Member: Laurie Zola
December 19, 2022 by Interchange Capital Partners
By Laurie Zola
We’re pleased to announce that Interchange Capital Partners is growing! As we continue to serve our client’s increasingly complex financial needs and provide unparalleled service, the need to add qualified, experienced, and passionate professionals to our firm has also grown. We have found a perfect fit for the Client Service Associate position and want to introduce you to Laurie Zola! Here’s her story, in her own words.
My Career Journey
For the past 17 years, I have worked in social services helping people manage their government benefits. My first role was as a representative payee, managing financial accounts for clients receiving Social Security benefits. Then I worked as a trust administrator managing special needs trusts, and most recently, I worked as a client service associate for another financial advising firm. In a similar role at Interchange, I will be working directly to support client portfolio activity and all client service-related needs.
I began working part-time in the financial services industry on a recommendation from a friend and have grown into where I am now; I didn’t choose this field—it chose me, and I’m very grateful to be here. I believe the greatest benefit I provide our clients is that I can help remove any frustration or confusion by assisting them with their needs, calmly and professionally.
The Best Part
Without a doubt, the best part of my job is the clients I get to work with. I am passionate about helping our clients for two reasons. First, in general, if I need help, I want someone who is calm and patient when attending to my needs. So, naturally, I want to provide the same level of service to our clients that I would expect to receive. Secondly, I enjoy making our clients happy. I feel a sense of accomplishment knowing I can provide a positive experience in someone’s day. Sometimes things just get confusing or frustrating, and if I can relieve that for a client, I am satisfied.
On a Personal Note
One thing that makes me good at what I do is that I truly like to help people. I’m a fixer and problem-solver, so customer service is a good place for me to use these natural talents.
When I’m not working, I enjoy a few hobbies, including traveling, reading, and listening to music. I love spending time with my children, significant other, family, and friends. I’m also a big hockey fan and watch as many Penguin games as possible.
Get in Touch Today!
Interchange Capital Partners specializes in creating customized solutions for families and business owners with complex financial situations. If you’re looking for a personal, trusting partnership please take advantage of our Second Opinion Service. Email us at firstname.lastname@example.org or call our office at 412-307-4230 to schedule an introductory appointment.
Interchange Capital Partners, LLC, (“INTERCHANGE CAPITAL PARTNERS”) is a registered investment adviser with the Securities and Exchange Commission providing investment advisory and financial planning services. Any reference to the terms “registered investment adviser” or “registered” does not imply that INTERCHANGE CAPITAL PARTNERS or any person associated with INTERCHANGE CAPITAL PARTNERS has achieved a certain level of skill or training. A copy of INTERCHANGE CAPITAL PARTNERS’s current written disclosure (ADV 2A Firm Brochure) discussing our advisory services and fees is available for your review upon request. INTERCHANGE CAPITAL PARTNERS, in addition to providing investment advisory and financial planning services, provides business consulting services. In connection with its business consulting services, INTERCHANGE CAPITAL PARTNERS does not provide tax or legal advice.
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