Jennifer Young

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.

Jennifer Young
jyoung@wentzfinancialgroup.com

 Barb
  Barb Wentz

Marketing Director

Hi my name is Barb Wentz 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.

Barb Wentz
barb.wentz@wentzfinancialgroup.com

 Eryn_v2 
  Eryn Oakes

Client Service Administrator, RJFS

Hi my name is Eryn Oakes and I update client accounts, set up 529 college saving accounts as well as process contributions and distributions for these 529 accounts, and prepare documents for financial advisor meetings. Additionally, I assist Jennifer in opening accounts and other daily account operations.

Eryn Oakes
eoakes@wentzfinancialgroup.com

 Diane
  Diane Lisowski

Client Service Administrator, RJFS

Hi my name is Diane Lisowski and I process and delegate all incoming communications to the office. I concentrate my efforts on assisting clients with scheduling appointments, manage the advisor’s schedule, and prepare documents for financial advisor meetings.

Diane Lisowski
diane.lisowski@wentzfinancialgroup.com