Broker Check

Operations Team

Client Relations Team

Deb A. Morgan

Director of Client Relations

Joined: December 2010 12 years of previous experience as a client relations representative. Speciality: Deb assists the financial advisors by greeting client, handling incoming phone calls, updating client records and managing client...
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Tanya M. Roethel-King

Client Relations Specialist

Joined: April 2016 Over 9 years of previous experience in the financial industry as a client services representative. Industry Credentials: Financial Industries Training (FIT) Certificate though Cambridge Investment Research, Inc....

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Client Services Team

CaSondra L. Gimbi

Director of Client Services

Joined: April 2015 10 years of previous industry experience in financial and banking offices. Industry Credentials: Series 7Series 63 Specialty: Operations: CaSondra assists the financial advisors in online account opening, online...

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Paige O. Gerber

Client Services Specialist

Joined: June 20172 years of previous industry experience in financial and banking offices. Education: Bachelors of Liberal Arts in International Business from Lakeland University.She studied abroad at The University of Luxembourg.Paige...
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Kendall A. Kane

Client Services Specialist

Joined: December 202010+ years of previous experience in customer service Education: Bachelor of Arts Degree in Hospitality Management from Lakeland University Dale Carnegie Specialty: Operations: Kendall assists the financial advisors...
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