Claudine Schrock is a Senior Financial Advisor at Montis Financial. Claudine’s primary responsibilities include providing comprehensive and dynamic financial planning solutions for clients. Her other responsibilities include evaluating tax efficiency, reviewing estate and insurance plans, providing investment and portfolio management expertise to clients, as well as responding to day-to-day needs and activities. She’s passionate about communication and creating meaningful long-term partnerships with the families and individuals she is fortunate to help. Claudine previously held positions at Adviser Investments and Northwestern Mutual. She has been in the financial services industry since