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Lily Hartnett, FPQPTM

Client Service Consultant

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Lily started with Matter in 2000. Initially a receptionist and administrative assistant, she quickly demonstrated strong organizational abilities and aptitude for client details, skills she drew from her previous experience as a supervisor with an insurance investigation firm. She soon took over all account opening and titling, money movement, check requisitions, and became the primary contact with the Schwab service team.

Outside the office, Lily and her husband are devoted members of the running and cycling community, where he competes and she enjoys volunteering for related charities.

Their interest in cycling extends to vacation destinations, visiting major racing venues like the Giro d’Italia in Milan– and of course, catching the scenery by bicycle.

Our purpose is helping you fulfill yours.

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