Support 5+ financial advisors and provide white glove service to our clients at a family run investment planning firm. My primary duties are to set up and maintain accounts for investments, fixed and variable annuities, and life insurance. I serve as a resource in technology by communicating changes and proposing the use of new tools and functionality as technology advances. I also have taken ownership of processing by revising and creating new procedures and implementing them with my… Show more Support 5+ financial advisors and provide white glove service to our clients at a family run investment planning firm. My primary duties are to set up and maintain accounts for investments, fixed and variable annuities, and life insurance. I serve as a resource in technology by communicating changes and proposing the use of new tools and functionality as technology advances. I also have taken ownership of processing by revising and creating new procedures and implementing them with my team.Securities offered through LPL Financial Member FINRA/SIPC Investment advice offered through Red Oak Financial, a registered investment advisor and separate entity from LPL Financial. For hyperlinks to FINRA and SIPC, please refer to ‘See Contact Info’ section above.Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state. Show less