Broker Check
Lo Passeno

Lo Passeno

Wealth Management Client Associate

In January 2024, I had the pleasure of joining the team at Advanced Wealth Strategies as a Wealth Management Client Associate. For the last 6 years, I have been working in customer service and my goal is to help maintain and build new relationships with every client that walks through our door. I love being that first impression for clients and being able to lend a listening ear when needed.

My responsibilities include servicing our existing clients, compliance management, and creating a comfortable, inviting, and friendly atmosphere in our Ann Arbor office.

Outside of work, I enjoy spending quality time with my boyfriend, friends, and our families. I also enjoy visiting local coffee shops, reading, and binge crime shows and documentaries.