|Rochester, NY, April 2, 2018 - Beltz Ianni & Associates has added a new face to our team of service professionals. Tanya Silivestro joins us as practice administrator. She has over 20 years of experience working for financial and insurance services agencies. As a practice administrator, Tanya supports Beltz Ianni partners and client service managers to deliver seamless client services.
Tanya is the liaison between clients and advisors. She takes the lead in managing day-to-day service operations, from scheduling client reviews and presentation preparation to data management and reporting. Her role allows our team of advisors to respond quickly to client needs.
Before joining Beltz Ianni, Tanya was employed with Keystone Capital Partners Group in East Rochester as the Group's executive administrator / practice manager.
Tanya is a graduate of Broome Community College, Binghamton, New York and holds a NYS Life and Health Insurance license and Property Casualty Insurance license.
Tanya resides in Spencerport, New York with her husband and two children.
About Beltz Ianni & Associates, LLC
Located in Rochester and serving western New York since 2001, Beltz Ianni & Associates, LLC is a comprehensive financial services firm, focused on helping people prepare for and maintain a successful retirement. In addition to managing the fiduciary concerns of employers through their retirement plan management and fiduciary consulting business services, Beltz Ianni & Associates provides retirement, insurance and investment planning for individual clients. More information about Beltz Ianni & Associates can be found at www.beltz-ianni.com.