We are excited to share some important news about changes at New Dimensions!
We are thrilled to announce that Joy Lee has joined our team as Director of Operations. Joy and Lance started their careers over two decades ago at Carter Financial Management and then worked together again with Tiffany at JWA Financial Group.
Since then Joy has been responsible for managing teams of individuals, along with the overall client service process for Buckingham Asset Management and Beaird Harris Wealth Management. She brings over 25 years of client service experience and extensive knowledge of the Schwab platform. We are delighted to have her on the team supporting our clients.
You can find her full bio on our website’s About page https://ndwealth.com/about/