Sadi Omerovic joined the team in 2014. She is the Client Services Coordinator and her role is to support the advisors in managing the client process.
As the Coordinator, she prepares and processes all documentation related to client implementation and on-going maintenance including financial paperwork, policy servicing, and expediting underwriting.
Sadi is originally from Eastern Europe and moved to the U.S. in 1997. In her free time she loves the outdoors specifically hiking, biking and kayaking.