Sheila has been in the banking and financial planning business for over 30 years. A graduate of Assumption High School, she began her career in 1981 at Assumption Bank through a high school work program and continued working there for 15 years in various positions, including management. In 1997, Sheila began working in the financial planning field with Hibernia Investments and has worked as Leo's Registered Administrative Assistant since 1999. She currently maintains her Series 6 registration and insurance license with LPL Financial. Sheila's duties with Pitre Wealth Management Group include all administrative aspects of the business, such as:
- Delivering the first line of client contact and serving as liaison between advisors and clients
- Creating and managing new and existing client account documentation
- Providing overall client account maintenance and advisor support
- Ensuring all office operations run smoothly and efficiently
In her free time, Sheila enjoys traveling, reading, and spending time with her family, especially her three granddaughters.