Staff

In 2013, Erica came onboard to help with client requests, execute trades and assist Randy with implementing financial plans for clients. She also helps acquire new client investment portfolios and accounts.

Christina began working for the firm in 2011. Her main responsibility is preparing client meeting support, as well as mutual fund and annuity research. She also assists with executing trades.

Jenn joined us in 2014. Her primary responsibility is community and client outreach for the firm, including mass email correspondence, events, mailings and general marketing.

Kathy began working for the business in 1984. Primarily, she works on non-client matters such as licensing, compliance and accounting.

 Marcie Brown reports for client meetings and facilitates transfers. Additionally, she ensures a positive experience for guests who are visiting or calling the office.

Maureen processes day-to-day requests from clients needing assistance with their accounts. She is also in charge of processing death claims and RMDs.