Who Are You Going To Call?

Are you curious about whom you should call when you have a question, request, or even a comment?
Here is a list of who to call and when:

Jonathan – extension 103

  • Financial planning questions
Irina – extension 104
  • Investment questions
Jennifer – extension 101
  • Requests for money
  • Any changes you need made to your name or contact information
  • Questions on how to log into your TD Ameritrade or MorningStar portals
In general, please feel free to contact any of the three of us because we can all either help you out or point you in the right direction.
Browse our quarterly news archives:
  • March 2018
  • November 2017
  • August 2016