Claire is a Client Service Administrator and assistant to Bob Pencil. She is responsible for processing new business, assisting with client service requests and providing office support.
Prior to joining the Independence Financial staff in 2022, Claire put her business degree to good use while working for another financial advisory firm for several years
Claire lives in Oshkosh with her husband, Daniel and pup, Charlie. In her spare time she enjoys painting and being outdoors with her family and friends.