Desiree joined KAF Wealth Management in June 2023, where she provides dedicated support to her team of advisors, Suzanne Conran and Megan Corrado, as the team’s Director of Client Services. With 7 years of experience in the financial industry and over 15 years of customer service experience, Desiree collaborates closely with clients and advisors to ensure seamless service delivery, and an exceptional client experience. A graduate of Suffolk University's Sawyer Business School, Desiree earned a Bachelor of Science in Business Administration and actively maintains her FINRA Series 6 registration through Lincoln Investment. She oversees a wide range of client-focused responsibilities, including addressing client concerns, preparing comprehensive reports for client reviews, facilitating the opening of new accounts and transfer requests, coordinating schedules, and efficiently processing client requests. Outside of work, Desiree cherishes quality time with her family and their beloved dog, Gooby, as well as exploring new restaurants and revisiting favorite spots. Desiree is also a passionate traveler, eager to immerse herself in new cultures and destinations.