The Financial Delegation Experience™

staff

The Investors Center staff is focused on one thing: helping our clients! With a century's worth of combined client-service experience, they are single minded in handling client needs with expertise and passion.

Staff members have come to us with a variety of skills and backgrounds, including a Certified Financial Planner certificant®, who is a registered principal and registered representative with RJFS, as well as paralegal, notary public, marketing, securities operations and "gal Friday" experience!

Each has been thoroughly trained and cross-trained to provide excellent support and service to our clients.