As Operations Manager for Timpanogos Financial Advisors, Bobbi is the first and best contact for clients seeking customer service for accounts managed by our firm. Bobbi’s focus is coordinating the many details of managing client data, processing paperwork for client accounts (anything from address changes to contributions and redemptions), scheduling appointments and helping to ensure compliance with regulatory matters. She is committed to helping clients receive timely and effective answers to their questions and providing exemplary client service. Bobbi is also responsible for coordinating all activities related to client events, sending out our weekly newsletter and managing our website. She enjoys this diverse experience and is rewarded by the friendships and business partnerships she makes.