Client Service Manager
Fran comes to Rubicon Wealth Management with a diverse background in exceptional customer service,
retail auditing and health insurance. She embraces and exemplifies a customer experience philosophy,
“keeping the client at the center of everything”.
Fran most recently worked in the health insurance industry serving as the main point of contact for new
business accounts. She partnered with agents related to retention and new business. Fran also worked
for Mattel/American Girl as Corporate Internal Retail Auditor, where she served as the primary lead
driving the overall monthly close process with a focus on comprehensive financial spreadsheets for 19
company bistro, cafes.
Fran and her husband Mike recently moved to Tennessee. Fran enjoys spending time with her daughters
and grandchildren. When she’s not working, you will find her enjoying their greyhounds, running,
landscaping, baking and interior design.