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...
Read more

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....

Read more

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...

Read more

Paige O. Gerber

Client Services Specialist

Joined: June 2017 2 years of previous industry experience in financial and banking offices. Education: Bachelors in International Business from Lakeland University. She studied abroad at The University of Luxembourg. Paige was a member...

Read more