Our Top Notch Team

Phyllis Hoffman, Operations Analyst

Phyllis 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 Phyllis 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. Phyllis helps clients make charitable transfers of appreciated securities.

Her considerable 25 years of experience in administration and computer software makes her a valuable resource for us and our clients. She previously was the financial secretary/bookkeeper at Assembly of God's maternity/child placement home. She's patient, kind and very organized.

 Phyllis is active in her church, and is involved in leading scrapbooking classes. She is the best grandmother ever to her four grandchildren.

LaDonna Parker, Office Administrator

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.