Since joining John’s practice in June 2010, Denise quickly accepted the challenge of providing a high level of customer service and support to the practice. Denise handles multiple aspects of client administration such as client requests, appointment scheduling and meeting preparation. Denise also works closely with many clients on establishing the E-Money Wealth Management system to ensure client information is accurate and linked effectively and clients have access. Denise can be found dealing with a myriad of issues from day to day and making sure things get done!
Whether managing the office calendar, establishing accounts for clients, assisting current clients with information requests, or organizing special events, Denise is always ready to help.
Prior to joining Northeast Planning Associates, Denise worked as a Credit Manager for more than 10 years, providing her with an extensive customer service background.
Denise lives in Barrington, NH with her husband, Tom and their 5 children. In her free time, she enjoys spending time at their camp, boating, reading and spending time with her family and dogs.