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 United Planners Financial Services, member FINRA/SIPC. United Planners Financial Services is separately owned and other entities and/or marketing names, products or services referenced here are independent of United Planners Financial Services.