Sheila Bergman

Sheila is a graduate of Daemen College in Amherst, NY. She holds a bachelor’s degree in psychology. As Administrative Assistant she has operated Level Financial Advisors’ front desk since 2002. She greets visitors and telephone callers to the firm. Sheila schedules all appointments, maintains client files, reminds them of their annual meetings, sends information to perspective clients, mails newsletters and performance reports, and makes sure the firm runs smoothly.