Dufresne, Wayne & Associates

Our mission is to help our clients plan for a life free of financial worry.


Advisors

Jacob Norrid

Jacob Norrid

Associate Financial Advisor

Visit Jacob Norrid's website
Christina Wetmore

Christina Wetmore

Financial Advisor

Visit Christina Wetmore's website

Team

Dawn Macht

Dawn Macht

Paraplanner

Qualifications

  • Series 7, 63 and insurance licensed

Roles & Responsibilities

  • Prepare paperwork for new and existing clients.
  • Enter trades on daily basis including processing redemptions and check deposits.
  • Meet with clients to assist with service issues and paperwork.
  • Research account inquiries and follow up on client service issues that arise.
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Kim Kubicek

Kim Kubicek

Client Service Specialist

Roles & Responsibilities

  • Greets clients and assists in providing a compelling client experience.
  • Assists clients with registering and navigating the Secure Site and Total View.
  • Follow up on client service related issues.
  • Social media and marketing coordinator for practice. Planning and executing of seminars and client events.
  • Scheduling of appointments for all advisors in practice.
  • Enjoys getting to know clients on a personal level and helping clients with issues that may arise.
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Pam Leyden

Pam Leyden

Paraplanner

Qualifications

  • Series 7 and 63

Roles & Responsibilities

  • Prepare paperwork for new and existing clients.
  • Enter trades on daily basis including processing redemptions and check deposits.
  • Meet with clients to assist with service issues and paperwork.
  • Research account inquiries and follow up on client service issues that arise.
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Kris Tucker

Kris Tucker

Financial Planning Assistant

Roles & Responsibilities

  • Contacts clients to collect information for their financial plans.
  • Creates a financial plan based on client goals.
  • Works with the financial advisors in office as well as our financial planning clients to create a comprehensive financial plan.
  • Enjoys creating plans tailored to each specific client and helping clients get on the right track to achieve their goals.
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Nathan Gleason

Nathan Gleason

Financial Planning Assistant

Roles & Responsibilities

  • Contacts clients to collect information for their financial plans.
  • Creates a financial plan based on client goals.
  • Works with the financial advisors in office as well as our financial planning clients to create a comprehensive financial plan.
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