Staff
I take customer service very seriously. So does my staff. Together, we are committed to providing exceptional customer service to all of our clients.
If you need to schedule an appointment or request any other service, please let us know. We will respond promptly.
Shari Adams
Director of Marketing and Client Services
shari.adams@nmfn.com
(646)-366-6651
Shari joined Brad’s team in January 2009 as a Marketing and Client Relations Director, and has since also become an Associate Financial Representative. Some of her responsibilities include:
- Coordinating Insurance/Risk Management operations
- Following up on insurance applications
- Overseeing client correspondence
- Scheduling appointments with existing clients and referrals
- Overseeing marketing efforts
- Insurance account service for clients
Shari graduated from The Fashion Institute of Technology in New York City, and Central Michigan University where she studied Business. She lives in Northern New Jersey with her husband and their dog Dozer. In her free time she enjoys spending time with family and friends, traveling, golfing, and cooking.
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Eric Todd Radefeld
Associate Wealth Management Advisor
Eric.Radefeld@nmfn.com
212-819-1800 ext. 1047
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