Client Services Associate
Yvonne is a Client Services Associate at Blue Chip Partners.
Prior to joining Blue Chip Partners in 2019, Yvonne worked in the financial services industry for over 20 years. Yvonne spent a significant part of her career managing client service and operational duties for Naoko McKelvey while they were at another local RIA firm.
Yvonne and her husband, Rick, enjoy entertaining their extended families and friends. She also likes to bake, garden, and scrapbook.
What do you love about working at Blue Chip Partners?
Definitely the people! I felt “at home” the first week of my employment. They are genuine, professional, friendly, and just plain fun to be around. You can truly see that they care about their client relationships and the company. They always give their best personally and professionally.
What is your favorite season?
I love the fall because the weather starts cooling down, but then you can get some random warmer days. Nothing beats a cool, crisp fall day!
What is the best reward anybody can give you?
Sincerely letting me know I’m appreciated.