Meet Dagmar
As a financial services coordinator on the investment services team, I help our advisors and clients implement the financial plans they built together. I love seeing the financial future the client has mapped out, sharing information and working as a team to reach their goal.
My background is in business and office administration, which means I love getting things done — efficiently and effectively. I look forward to meeting you and discovering what goals we can reach together.
In my spare time, I enjoy outdoor activities such as biking, hiking and beachcombing.
Dagmar Conventz is an assistant to financial professionals who offer securities and investment advisory services through Osaic Wealth, Inc. member FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth.
Securities are:
- Not NCUA Insured
- No Credit Union Guarantee
- May Lose Value