Kelli Hunsaker, Assistant Director of Operations
Specializes in:
· Operations Management
· Direction of Investment
· Accounting
· Customer Service
Kathy Klein, Senior Account Manager
Specializes in:
· SIMPLE, SEP, and Individual(k) Account Setup
· Health Savings Account Setup
· Beneficiary Accounts
· Contributions
· Customer Service
Vonnie Salcido, Customer Service Manager
Specializes in:
· Customer Service
· Invoicing
· Trust Accounting
Sue Archer, Agent Liaison
Specializes in:
· Customer Service
· Agent Assistance
· Agent Reporting and Analysis
Gregory Katzman, JD, LL.M, Compliance Officer
Specializes in:
· Direction of Investment
· Compliance
· Customer Service
David Farrow, Senior Customer Service Specialist
Specializes in:
· Traditional, Roth, and ESA Account Setup
· Registration of Assets
· Forms
· Customer Service
Rebecca Sudberry, Customer Service Specialist
Specializes in:
· Traditional, Roth, and ESA Account Setup
· Trust Account Setup
· Online Registration
· Customer Service
Mandy Bremer, Customer Service Specialist
Specializes in:
· Brokerage Transactions
· Client Accounting
· Customer Service
April Barrera, Customer Service Specialist
Specializes in:
· Health Savings Account Setup
· Rollover and Transfer Accounting
· Account Closings
· Customer Service
Michael Salcido, Customer Service Specialist
Specializes in:
· Asset Registration
· Customer Service