Laura and I wanted to give Lucas a shout out for his exemplary client service. Lucas distinguished himself early on with doing on site visits to our clients who were experiencing difficulty accessing their accounts from their home PC and mobile devices. Rather than go into lengthy explanations that none of us enjoy doing over the phone, Lucas traveled to their homes and showed them how to do it on their devices.
Recently, with the uptick in COVID, Lucas has been going to their homes to have them sign paperwork and pick up paperwork. Our elderly clientele appreciates this extra touch that Lucas does so cheerfully and lets them know just how much we appreciate them as our clients.
We are lucky to have you as part of our team Lucas Staples!
Mike
Mike Mickels is the President of CochranMickels Retirement Specialists and an avid sporting clay competitor. CochranMickels Retirement Specialists provides personalized planning and investment services to individuals approaching and in retirement. They also provide retirement and benefits training to Federal employees
Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer, member FINRA/SIPC. Advisory services offered through Cambridge Investment Research Advisors, Inc, a Registered Investment Advisor. CochranMickels and Cambridge are not affiliated.