How We Engage With You
I utilize a team of professionals, to help ensure my clients receive efficient, experienced and friendly service. In order to deliver a high-level of service, each of my team members has a designated role that is based on his or her unique strengths that compliment one another to support clients’ needs most effectively.
As your financial advisor, I believe it is my key responsibility to handle the following aspects:
- Focus on creating customized investment strategies, portfolio management and detailed Envision ® plans.
- Work with your attorney, accountant and other professionals to help design and implement the strategies that will assist you in pursuing your goals.
- Develop a relationship with you that allows you to play a key role in your financial life.
- Coordinate your investment planning process through life and market fluctuations.
- Provide ongoing monitoring and advice for your personalized plan, including progress tracking as you pursue your financial goals.
Jana Berry- Operations Manager
Kristin Craddock- Client Services Associate
- Handle the office operations and notify me of your inquiries and any actions that are required on your behalf.
- Answer questions about your monthly statement.
- Provide copies of your statements and/or tax documents.
- Manage check requests, wires and journals.
- Make address changes to your account.
- Schedule any appointments and annual meetings.