JFC ADVISOR - Key Persons
Anne Mack - Managing Director
AnneMackcollaborateswiththeJFCAdvisorNetworkteamtooptimizeefficiencyandenhancetheadvisorexperience.Shealsoservesasaresourceforadvisorsregardingcomplianceandsupervisionissues.Anneholdsmultipleindustryregistrations(Series7,24,51and66)heldthroughLPLFinancial,alongwithlife,health,longtermcare,variablelifeandvariableannuitylicenses.AnnehasbeenamemberoftheJFCAdvisorNetworkteamsince2018.
Job Titles:
- Senior Transition Associate
BenDingwellguidesnewadvisorsthroughthetransitionprocessfromthedevelopmentofstrategyandefficientpreparationtoexecutionandthereturntonormaldailyoperations.BenhasbeenamemberoftheJFCAdvisorNetworkteamsince2020.
Job Titles:
- Advisor
- Senior Operations Associate
DeannaTaylorassistswithadvisortransitionsandoperationsrelatingtocreatingandprocessingpaperworkfornewbusiness,andprovidesassistancewithongoingaccountmaintenance.DeannahasbeenamemberoftheJFCAdvisorNetworkteamsince2021.
Job Titles:
- Administrative Associate
- Advisors
DebGreitensassistsadvisorswithinsuranceapplicationandlicensingrequirements,andprovidesmulti-levelofficeadministrativesupporttoJFCAdvisorNetwork.DebhasbeenamemberoftheJFCAdvisorNetworkteamsince1996.
Job Titles:
- Senior Operations Associate
Farhanaassistswithoperationsrelatingtocreatingandprocessingpaperworkfornewbusiness,andprovidesassistancewithongoingaccountmaintenance.FarhanahasbeenamemberoftheJFCAdvisorNetworkteamsince2018.
Job Titles:
- Senior Client Services Associate
HeatherHarmsaddressesclientserviceneeds,preparesandprocessesnewbusiness,andprovidesongoingadvisorsupportrelatedtoLPL'sfee-basedplatforms,clientreportgenerationandservice-relatedprocessed.Sheholdsmultipleindustryseries(7,24and66)registrationsthroughLPLFinancialandvariableannuityandvariablelifelicenses.HeatherhasbeenamemberoftheJFCAdvisorNetworkteamsince2010.
Job Titles:
- Certified Financial Planner
Jackhasmorethan30yearsofexperienceinthebanking,insurance,andfinancialservicesindustriesandovertwodecadesasabusinessownerandregisteredprincipal.Jackspecializesinretirement,estate,andinvestment/financialplanningwithclientswhilealsoprovidingcompliance,supervisionandsupporttoadvisorsassociatedwithhisbranchoffice.
HebeganJFCin1992whichhasgrownintoaLargeEnterprisewithadvisorslocatednationwide.Jackhelpsfinancialprofessionalsinmanyareasincluding:creatingbusinessandmarketingplans,operationalefficiency,investmentandfinancialplanningstrategies,complianceandduediligence.Hisvisionandleadershipkeepthemmotivatedandfocusedonprofessionaldevelopmentandhelpingclientspursuetheirindividualfinancialgoals.
JackisaCertifiedFinancialPlanner™(CFP®),aCharteredFinancialConsultant®(ChFC®)andaCharteredLifeUnderwriter®(CLU®).Heholdsmultiplesecuritiesregistrations(Series7,24,31,51,and63)heldthroughLPLFinancial,alongwithlife,health,longtermcare,variablelifeandvariableannuitylicenses.
Job Titles:
- Senior Client Services Associate
JaniceZachresolvesservice-relatedrequestsforadvisorsandtheirstaff,andeducatesofficestaffonbestpracticesfornavigatingandutilizingLPL'stechnology,systemsandtools.Janiceholdssecurities(Series6,7and63)registrationsheldthroughLPLFinancial,alongwithvariableannuityandvariablelifeinsurancelicenses.JanicehasbeenamemberoftheJFCAdvisorNetworkteamsince2012.
Job Titles:
- Advisor
- Director of Advisor Relations
LisaSynowickienhancesadvisorexperiencesthroughengagement,support,andadvocacy.SheservesasaprimarycontactpointwithinJFCforadvisorsandtheirstaff.Lisa'sextensiveindustryexperiencedatesbackto1996andshehasbeenamemberoftheJFCAdvisorNetworkteamsince2022.
Job Titles:
- Advisor Relations Associate
Lizfurthersadvisorengagement,support,andadvocacyandisacontactpointforcomplexissuesforadvisorsandtheirstaff.Shealsoassistsofficeswithbranchgrowthanddevelopmentopportunities.LizhasbeenamemberoftheJFCAdvisorNetworkteamsince2023.
LukeAlexanderassistsclientswithalltheirfinancialservicesneedsincluding:comprehensivefinancialplanning,investmentsandretirementplanning,insuranceplanning,employeebenefits,andestateandtaxplanningstrategies.LukeisaCertifiedFinancialPlanner™(CFP®)andaCharteredRetirementPlanningCounselor(CRPC®).HeholdsaJ.D.fromtheUniversityofNebraska-LincolnCollegeofLawandanMBAfromtheUniversityofNebraska-Lincoln.Lukeholdsmultiplesecuritiesregistrations(Series7,31and66)heldthroughLPLFinancial,alongwithlife,health,longtermcare,variablelifeandvariableannuityinsurancelicenses.LukehasbeenamemberoftheJFCAdvisorNetworkteamsince2012.
Job Titles:
- Advisor
- Operations Associate
MichelleParsonsassistswithadvisortransitionsandoperationsrelatingtocreatingandprocessingpaperworkfornewbusiness,andprovidesassistancewithongoingaccountmaintenance.MichellehasbeenamemberoftheJFCAdvisorNetworkteamsince2021.
NickNeisiusassistsclientswithalltheirfinancialserviceneedsincluding:financialplanning,retirementplanning,investmentstrategies,insuranceplanning,estateplanningandemployeebenefits.NickisaCertifiedFinancialPlanner™(CFP®)andholdsabachelor'sdegreeinfinancefromtheUniversityofNebraska-Lincoln.Heholdsmultiplesecuritiesregistrations(Series7,66)heldthroughLPLFinancial,alongwithlife,health,longtermcare,variablelifeandvariableannuitylicenses.NickhasbeenamemberoftheJFCAdvisorNetworkteamsince2018.
Job Titles:
- Director of Business Development
- Growth
NickSchrieverpromotesthegrowthofJFCAdvisorNetworkandbuildsstrategicrelationshipswhileengaginginrecruiting.Heholdsindustryseries7registration,heldthroughLPLFinancial.NickhasbeenamemberoftheJFCAdvisorNetworkteamsince2022.
Job Titles:
- Advisor
- Operations Associate
RacquelGallowayassistswithadvisortransitionsandoperationsrelatingtocreatingandprocessingpaperworkfornewbusiness,andprovidesassistancewithongoingaccountmaintenance.RacquelhasbeenamemberoftheJFCAdvisorNetworkteamsince2021.
Job Titles:
- Director of Practice Management
RyanAllredspecializesinadvisoryplatformsandassistsofficeswithmappingsolutionsandoptimizingthecompositionoftheirbooks.Heholdssecuritiesseries(4,7,24,53,63and65)registrationsheldthroughLPLFinancialandvariableannuityandvariablelifelicenses.RyanhasbeenamemberoftheJFCAdvisorNetworkteamsince2011.
SandiBudnyguidesadvisorsthroughtheironboardingtoJFC,ensuringasmoothandseamlessexperience.Post-onboarding,sheprovidesongoingsupportrelatingtoallaspectsofadvisorcompensation.Sheholdsmultiplesecuritiesregistrations(Series7,63and24)heldthroughLPLFinancial.Sandihasover20yearsofindustryexperienceandhasbeenamemberoftheJFCAdvisorNetworkteamsince2022.
StephJohnsonsupportsnewadvisorsthroughouttheirtransitiontoJFC,andprovidestrainingtoadvisorsandtheirassistantsinoperationalandservice-relatedareasconnectedwithLPL'ssystems,tools,formsandreports.StephhasbeenamemberoftheJFCAdvisorNetworkteamsince2009.
TammiReadeliversfirst-ratecustomerservicetoadvisorsandclientsinheradministrativedutieswhichincludedirectingandmaintainingorganizationalcommunications.TammihasbeenamemberoftheJFCAdvisorNetworkteamsince2018.
TaylorClevelanddevelopstransitionstrategies,coordinatinginternalandexternaladvisorsupportduringeveryphaseofthetransitionprocess.Sheholdsmultiplesecuritiesregistrations(Series7,66and24)heldthroughLPLFinancial,alongwithlife,health,longtermcare,variablelifeandvariableannuitylicenses.TaylorhasbeenamemberoftheJFCAdvisorNetworkteamsince2017.
TomCookdrivesJFC'sbusinessdevelopmentwhilerecruitingadvisorsfromacrossthenation,andplaysakeyroleinforgingrelationshipswithbothcurrentandprospectiveadvisors.HehasearnedtheCertifiedFinancialPlanner™(CFP®)certificationandCertifiedFundSpecialist®(CFS®)designation.Heholdsindustryseries3,4,7,24,53,63,and65registrationsheldthroughLPLandvariablelifeandvariableannuityinsurancelicenses.TomhasbeenamemberoftheJFCAdvisorNetworkteamsince2004.
Job Titles:
- Practice Management Associate
Tylerspecializesinpracticemanagementandadvisoryplatformsandassistsduringtransitionwithmappingassetsandprovidesongoingproductandplatformsupport.Heholdsmultipleindustryseries(7,24and66)registrationsthroughLPLFinancial.TylerhasbeenamemberoftheJFCAdvisorNetworkteamsince2023.