Wayne’s Team

Wayne’s Administrative Officer

• Prepares Wayne’s files for upcoming appointments.
• Compiles client net worth statements and other reports.
• Handles financial planning fees and billing.
• Manages compliance for the firm.
• Joined the firm in 2002.

Wayne’s Account Specialist

• Works closely with clients establishing new accounts, implementing new transactions, transfers, and rollovers.
• Handles all account deposits and withdrawals.
• Facilitates life insurance and annuity applications.
• Joined the firm in 2018.

Wayne’s Relationship Manager

• Stays in touch with clients and friends of the firm on a regular basis.
• Manages Wayne’s calendar.
• Coordinates all client events.
• Updates client’s beneficiary designations.
• Handles client retirement distributions.
• Joined the firm in 2015.

Wayne’s Operations Manager

• Ensures all computers and systems stay up to date.
• Implements new technology and works to resolve any technology issues.
• Assists with staffing.
• Joined the firm in 1985.

Wayne’s Systems Specialist

• Assists clients with our online “Track My Wealth” System.
• Helps clients establish their Account Connections and safely store their documents in their online vault.
• Joined the firm in 2023.

Wayne’s Marketing Director

• Updates clients and community regarding upcoming events and important news.
• Shares financial philosophies through digital and social marketing channels.
• Oversees all communications, advertising, and PR.
• Joined the firm in 2023.