Our Top Notch Team

Jennifer Elliot, Operations Analyst

Jennifer handles client account details. She oversees operational and accounting functions, assisting clients with paperwork, investment accounts, inquiries, scheduling meetings, and a myriad of other needs. Clients call Jennifer for everything.

She works with Schwab Institutional and other financial institutions to transfer accounts, an arduous tightrope. She sets up account registrations and beneficiaries in accordance with clients' estate planning plans. Jennifer helps clients make charitable transfers of appreciated securities.

Her prior experience and education in applied science and hospitality management combines well with her "let's get this done" work style.  She's good with details and people, and needs to be!  

Jennifer has two boys who keep her on the go, plus her interests in landscaping, flowers, and interior design. We're grateful to have her.

LaDonna Parker, Office Manager

LaDonna handles a myriad of projects for our clients.  She's responsible for investment approval letters, our annual client survey, and newsletters for our clients.  She prepares many of the materials we use for meetings, and assists in tracking some of our clients' investment accounts.  LaDonna sets up client tax returns so we can use pertinent information in our analyses here.  She also sends investment tax data to clients and their CPAs as needed throughout the year.

 She is our “researcher,” and implements the firm’s strategic projects using advanced technology for us.

She's quite proficient in computer software applications since she's taught classes in the past. Her expertise in English grammar keeps us professional. LaDonna is organized and helps the rest of us stay that way. She came home from Tucson a few years ago, and we're fortunate she did.  She's intelligent, capable, and a nice person.

Our Office Assistant Kyle

Kyle is a high school student who assists our office administrator part-time on a variety of projects, such as scanning, filing, preparing mailings, and even answering phones on occasion. He has solid working knowledge on our computers, scanners, and other office equipment. He's reliable, and handles important functions for us.