Our Support Team

Mary E. Carlson
Broker Dealer Operations Manager

Barbara K. Bishop
Mutual Funds Coordinator / Account Specialist
Account Transfers

Nancy H. Oehldrich
Head Cashier
IRA Coordinator

Dianne Parisi
Senior Compliance Officer
Co-Human Resource Manager

Rose Scheele
Receptionist
Educational Assistant

Jean M. Scroggins
Executive Sales Assistant
Co-Human Resource Manager

Kris Trecker
Backoffice Administrative Assistant
Technology Coordinator
Purchase & Sales Coordinator