We have a Virtual Administrative Support Team that can help you with account enrollment, account changes, client login instructions and general information about your account.
Kim’s background delivers over 20 years of experience in Financial Service providing back-office support to the various needs of the Independent Financial Advisor.
Michelle brings with her over 13 years of new business and annuity operations experience where she held a Series 6 license. She transitioned into IT Development and worked as a systems analyst developing processes and procedures for annuity operations.
Crystal brings with her over 20 years of office management experience both in and out of the financial sector. She worked for 2 years in processing and control with USB Financial Services and then spent some time working for a small Broker/Dealer where responsibilities included handling all daily office management functions, working with compliance and as a trading assistant for the bond desk.