Our advisors

Our team

Dawn Macht

Dawn Macht

Paraplanner

Qualifications

  • Dawn is 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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Kimberly Kubicek

Kimberly 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 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 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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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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Kristie Adams

Kristie Adams

Administrative Assistant

Roles & Responsibilities

  • File preparation for client meetings.
  • Assists in scheduling client meetings.
  • Prepares and submits Power of Attorney forms and Bank account forms for clients.
  • Sends out monthly meeting request postcards and meeting reminder cards.
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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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