Daleene Folkmann

Client Relationship Coordinator

Daleene Folkman joined Szarka Financial in 2017 as our Receptionist and promoted a year later to the role of Client Relationship Coordinator, in which she will focus on communications with both existing and new clients. Daleene embodies our firm’s commitment to providing timely, objective information to our clients. She works closely with our Client Managers and Financial Advisors to help ensure that clients are aware of the educational resources available through our website, seminars/workshops, social media and other publications.

Daleene Folkmann is not affiliated with Cambridge Investment Research, Inc.