Team Members

Mark Young: Financial Advisor & Registered Representative. He spends the majority of each day with clients for review and planning meetings. It is Mark's responsibility to help identify client goals and recommend methods of obtaining them.When not meeting with clients, his job is to research investment alternatives and managing client accounts.

 

Mike Young: Chief Operations & Compliance Officer. He is responsible for the day to day management of our office and ensuring what we do meets all relevant state or federal regulations. Mike also serves a group of clients as their Financial Advisor.

 

Craig Rottman: Research Team Lead & Financial Advisor. The research team is responsible for assessing and recommending allocation models and investment alternatives for use by our Financial Advisors. Craig also serves a group of clients as their Financial Advisor.

 

Dannie Robertson: Service Manager.   Dannie is the person to talk to, if you have questions about checks, statements, literature, or any questions at all about your account.

 

Jennifer Farley: Scheduler & Administrative Assistant. Her principal duty is to help Mark communicate with clients. For instance, if you call to schedule a time to meet with Mark, Jennifer will schedule the appointment. If you are nearing or past due for your regular portfolio review, she will proactively call you to schedule the meeting.

 

Genece Hanson: Receptionist & Business Processor. She will most often be the friendly voice that greets you each time you call our office. If you need to tell us that you've moved or changed telephone numbers, Genece can take down this information. When not answering the phone, she greets clients when they visit our office and copies and mails all those pesky forms we deal with.

 

Barb Young: Communication Specialist.  She maintains our communication date base, prepares letters for Mark's signature and keeps Mark up to date with lists of folks who need to be contacted.

 

Katie Aasness: Service Assistant. Her responsibility is to make sure account reports balance and are printed and ready for meetings with clients.