Erin Stevenson Email & Phone Number

As a Client Service Associate for Cedar Brook Financial Services LLC, I provided office management and administrative assistance to Judi Hernandez, CFP®. I coordinated client appointments and addressed client service requests. I am passionate about making the client experience world-class by providing smooth and well-organized guidance.The advisors at Cedar Brook Financial Partners deliver financial planning and wealth management strategies, retirement plan consulting, employee benefit consulting, and insurance and risk management services designed to meet each of our client’s individual needs. Our independent structure allows us to develop individualized, comprehensive financial plans that are built around our clients’ needs rather than being limited by the products a single company has to offer.Cedar Brook Financial Partners is:•Objective: As an independent firm, our professionals focus on our clients’ best interests. •Service oriented: We provide highly customized solutions; each of our clients is unique.•Professionals: Our 50-plus professionals offer clients deep experience in each of our business practice areas.Cedar Brook Financial Partners offers:•Financial Planning•Wealth Management•Retirement Plans•Employee Benefits•Insurance and Risk AssessmentCedar Brook Financial Partners serve:•Business Owners•Corporate Executives•Professionals•Individuals and Families•Service Firms and Small BusinessesCedar Brook Financial Partners, LLC. 6960 Orchard Lake Rd. Ste. 120 West Bloomfield, MI 48322For additional information and important disclosure, please visit our website at www.cedarbrookfinancial.com. Securities offered through Cadaret, Grant & Co., Inc., an SEC Registered Investment Advisor and member FINRA/SIPC. Advisory services offered through Cadaret, Grant & Co., Inc. and Cedar Brook Group, an SEC Registered Investment Advisor. Cadaret, Grant & Co. and Cedar Brook are separate entities.

● Managed schedules for three advisors in two offices for over 200 clients in over 10 states● Coordinated first impressions of clients and visitors as the voice and face of the company ● Guided and directed the client experience from initial contact through to a lasting relationship ● Fostered strong relationships between the clients, advisors, strategic alliances, and vendors● Handled sensitive issues with gracious, honest integrity● Developed and implemented company wide use of new CRM software● Increased implementation of client touch program ● Maintained company website● Supervised resolutions of technical problems● Directed and assisted in the conversion of paper filing system to electronic filing system

● Quickly and effectively solved customer challenges● Fostered excellent client and host relations● Trained new associates to rise up toward excellence● Improved organization in filing systems, day to day procedure and overall tidiness● Mastered and implemented new computer system● Generated new business