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Thursday, April 7, 2016

Meet Lorraine Basile: Client Services

American Investment Planners LLC
500 North Broadway, Suite 260, Jericho, NY 11753
(516) 932-5130 / (866) 932-5130

American Investment Planners LLC | Financial Planning | Retirement Planning | Estate Planning
At American Investment Planners LLC, we work as a cohesive unit to develop and deliver the most beneficial solutions to each of our clients. We pride ourselves on the fact that our firm is built on a group effort, and since it is so, we invite you to become a part of our team by getting to know each of our professionals individually. Today, we would like to feature Lorraine Basile, who works for our firm in Client Services!

Lorraine first joined the American Investment Planners LLC team in May of 2012 - although she's only been with us a few years, she's already made a lasting impact and has shown us what a team player she truly is! In her role, she is primarily responsibly for preparing financial reports for client meetings and for managing quarterly mail outs of financial reports that go to each of our clients. But although these are the main tasks she has been assigned, Lorraine also always lends a helping hand to others in our firm whenever she is needed.

As a child, Lorraine says that she wanted to be a detective since she was always drawn to solving problems. Before she took some time off to raise a family, she worked for CIGNA for 16 years, where her duties included managing the Allied-Signal Claim Service Center. Once she was ready to return to work, she made her way to our firm and, although we aren't a group of detectives, she certainly helps us to find things out and provides solutions when they are needed!

When Lorraine isn't busy with work, she can be found cooking, playing games, and hanging out with her family and friends. She currently lives in Merrick, New York with her husband Dave, and she has three children - Christopher, Nicole and Samantha.

Lorraine - thank you for all of your hard work and dedication to the American Investment Planners LLC team! Your efforts do not go unnoticed and we appreciate all that you do for us! 

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