Mimi Moeller is the welcoming face and voice of Advocate Wealth Solutions, serving as the firm’s receptionist and helping ensure every client feels comfortable from the very first interaction. On any given day, she answers calls, schedules appointments, greets clients as they arrive, and follows up with prospective clients—all while supporting the team wherever needed. Her dedication to helping others and keeping the office running smoothly makes her an essential part of the firm.
What Mimi enjoys most about her role is the opportunity to connect with people. She takes pride in easing any concerns clients have and helps them feel confident about the estate planning process.
“I really try to make the clients feel at ease… to show that the estate planning process is a pretty easy process once they get in the door.”
Before joining Advocate Wealth Solutions, Mimi spent over a decade working in elementary education as an intervention aide and classroom aide. This background reflects her natural patience and empathy, qualities that continue to shine in her role today.
Outside of the office, Mimi stays busy supporting her two teenage sons, often spending her free time at football, basketball, or lacrosse games.