Felicia Harvey

Client Service Associate

As a Client Service Associate at Dentist Advisors, Felicia Harvey helps clients get—and stay—impeccably organized with their finances by managing large quantities of data and delivering regular progress reports. Felicia also collaborates with our advisor team to fulfill ongoing client requests and implement various aspects of their financial plans. Felicia has a Business Management degree from Weber State University and several years of experience in client service roles for small financial and insurance firms.