Dennis R Huergo, CFP®, ChFC®, CLU®, Vice President, and Financial Advisor at Wealth Enhancement was featured by The Daily Upside in “Maintaining Client Relationships During Off-Hours.”
“I was in Spain when a client called about a market dip and a cash-raise for unexpected expenses,” said Dennis Huergo, an advisor at Wealth Enhancement. “I stepped away from a wine-tasting to talk them through it and loop in my team stateside. That’s just part of the job sometimes.”
Access the full article by Griffin Kelly here.
