Taryn Sheehan is a Client Services Associate for Holistic Wealth Advisors and joined the team in 2017. She provides operational support for the advisors and strives to enhance client relationships with exceptional service. She works closely with Cynthia to handle requests, resolve issues, research information, and prepare documents to establish and maintain client accounts.
Taryn is originally from Clifton Park. After graduating from Union College with a B.A. in Economics, she worked in global corporate actions at Wellington Management in Boston before moving back home to raise her family.
She lives in Clifton Park with her husband, two sons and a menagerie of pets.