We are pleased to announce the promotion of Randi Zahm to Director of Operations. Randi has been with Mainsail Wealth Advisors for 4 years and has been in the Financial Services Industry for 12 years. While at Mainsail, she has worked diligently with clients to help them meet their retirement and investment needs.
In her new role as Director of Operations, Randi will oversee the operations of the staff and work with the team to develop and implement policies and procedures that align with Mainsail’s strategic goals. Alongside her new role, Randi will continue as a Client Relationship Manager, servicing clients with meeting their retirement and investment goals.
“We are excited for this new opportunity for Randi and for the firm. Her diligence and organizational skills, coupled with her knowledge of our clients and their needs, makes her a perfect fit for this role. Please join us in congratulating Randi the next time you see her or talk to her. ” said Jason Koptish, Managing Partner.