Steffani Otto

Steffani Otto

Client Service Associate

Steffani is our Client Service Associate, where she assists clients and advisors with transactions, form management, plan preparation and other operations processes.  Her exceptional customer service skills and knowledge of record-keeping systems helps ensure client requests are handled promptly and accurately.

When not working, Steff enjoys spending time with her family and puppy Vegas.  Camping, auto racing, grilling, playing bags with friends, and traveling are favorite pastimes.  Steffani usually travels to Las Vegas a few times each year.