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.
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.
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.