Client Services Manager
Tanya is the Client Services Manager extraordinaire at GMF. She has over 20 years of executive-level office support and administration with a diverse background of industries that led her to travel the globe from Europe and the Caribbean to Southeast Asia. Originally from the Capital District, Tanya relocated back to the area in 2009 and has been supporting Gretchen Meyer Financial since 2015.
In her role, Tanya assists clients every step of the way to establish new accounts including advisory, annuity, and 529 plans and she is the main facilitator for rollovers and asset transfers. She guides clients throughout the life and disability insurance process and provides general account maintenance requests such as banking and beneficiary updates.
Tanya lives with her husband, four children, and their dog Bella, in the house her husband grew up in.
Photo: Stephanie Challis Photography