Miranda Chalfant724-838-8900 ext. 131
Miranda is a Sales Assistant for Kris Geary and Timothy Caldwell. She works on implementing client plans for the transfer of assets and distributions of funds in addition to client benefit reports for retirement plans. She is very involved in the installation process and helps with the work flow during the early stages of plan implementation as well as assisting the retirement plan staff with distributions and 401(k) deposit processing. Miranda is responsible for new investment account processing and account maintenance, as well as distributions, rollovers and transfers.
Miranda has over 10 years of experience in the financial field. She lives in Mount Pleasant with her husband and pets.