Fe Obongen

As a Client Service Associate, Fe Obongen plays a key role in supporting our Wealth Advisors and building lasting relationships with their clients. She assists with client service operations and contributes to business development efforts—all with a focus on delivering personalized, high-quality financial support.

The role of Fe allows her to connect with clients and help them navigate their financial journeys by offering attentive service and reliable coordination. Whether it’s preparing documentation, scheduling appointments, or assisting with financial planning activities, she is committed to making each interaction seamless and meaningful. Fe holds Licenses series 6,63 and L&D through LPL Financial.

Outside of work, Fe enjoys spending time with family and friends, staying active in the community, and pursuing personal interests that keep her energized and inspired.