Operations Manager and Senior Administrative Assistant, RJFS
Hi my name is Jennifer Young and I manage new client administration transfers, handle client information requests, cost basis research, as well as processing new accounts and transfers. I focus much of my attention on managing office work flow and monitoring day to day transactions within the firm.
Client Service Specialist
Hi my name is Eryn Oakes and I handle new client onboarding, account transfers, contributions and distributions and other daily account operations. I can update any account information as well as set up Investor Access for you to be able to view your accounts online. Additionally, I manage Bud’s calendar and will be able to assist you with scheduling appointments with him as well as preparing documents for those meetings.
Hi my name is Shelby Harris and I lead the group’s marketing, advertising, and development efforts with local businesses, schools, charities and other community organizations. I schedule seminars, speaking engagements, and other special events; and then coordinate all follow up efforts after the event. I also manage all of our digital communications and our social media pages, as well as design all of our print and digital content.
401(k) Client Service Administrator
Hi my name is Katlyn King and my focus is to assist retirement plan participants as they enroll, change beneficiaries or investments, as well as any other retirement plan administrative needs. I process all service requests for our plans and am available for any non-investment related question. In addition, I process contributions and distributions along with preparing documents for financial advisor meetings.
Client Service Administrator, RJFS
Hi my name is Heather Daniels and I process and delegate all incoming communications to the office. I also manage advisor schedules and prepare paperwork for financial advisor meetings. In addition, I also help Shelby with public relations and event planning. When you contact us for a consultation I will be able to help you schedule an appointment and prepare you with the documents you’ll need.