Client Care Specialist
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Gay Bocks is a member of A&I’s Client Care team. Gay brings 16 years of financial services support experience to the team. She has a passion for delivering exceptional client service and an obsession for detail. Strict attention to legal compliance issues for the protection of the client and the company are also paramount to her value to the team. Clients appreciate Gay’s warm and friendly personality and professional follow-through. Gay continually stays up to date on the ever-changing financial planning issues and opportunities in order to make the administrative side of the company operate at peak efficiency.
She also enjoys playing with her grandbabies, Arya and James.