Chantal assists our clients with a variety of financial transactions including expediting withdrawal requests, processing account changes and updating systematic distributions. She is responsible for the execution of trades, as directed by Ray, and facilitates the opening of new accounts and asset transfers. She joined our firm in 2018, bringing more than 30 years of financial industry experience in various client service roles. Chantal resides in Hollis, NH with her husband Larry and enjoys visiting family, traveling and outdoor activities.