Miri joined HB Wealth in October 2013 and currently serves as a Manager, Client Service. She manages a client service team to handle day-to-day client needs, money movements, new client onboarding, and various account servicing needs.
Prior to HB Wealth, Miri spent eleven years on Lee Van Leuvan’s team at LVL Financial, Inc.
Miri graduated with her B.S. in Criminal Justice and A.S. in Business Management/Finance from Penn Foster College. She has also completed certifications in Bookkeeping, Microsoft Office and the Paraplanner Certification program.
In her spare time, she enjoys cruising and traveling to the beach.