Elaine manages our office document imaging system. She is also responsible for the enormous paper trail that flows through our office. Elaine keeps the office running in an organized and efficient manner.
Elaine observes all accounts participating in periodic withdrawals to insure uninterrupted processing. Elaine monitors clients’ accounts to insure that their Required Minimum Distributions (RMD) are processed.
Elaine prepares the investment reports for all client meetings as well as assisting in meeting preparations.
Elaine is married to husband Gary and has 4 sons Adam, Gary, Brian and Keith. She also enjoys spending time with her 6 grandchildren Corrine, Olivia, Sarah, Marissa, and Tanner. Elaine is also a passionate quilter. Elaine also enjoys collecting antiques.