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| About Us | Partners | Staff | Client Support | Contact Us |
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StaffKendy BibbsKendy manages the departments that make up our sister company, Advisor Services, Inc. These include, Marketing, Private Asset Management, LIFEPLAN™, Compliance, Client Support, and Technology.Kendy and her husband Brian have two school age children, Griffin and Samantha. In her spare time, she enjoys walking, reading, working around the house and yard, and an occasional night out with Brian. Click here to send Kendy an email. |
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Sandra StoverSandra is our LIFEPLAN™ Coordinator. Her responsibilities include putting together all of the necessary components of the LIFEPLAN™ process such as client and company correspondence, document gathering and analysis, binder assembly and interaction with the client's WMR advisor. She also assists the advisors with conducting investment research, preparing quarterly consolidated client statements, and provides client support for insurance, annuity and securities products.Sandra is married to Keith and their grown children are Sara and Brent. In her spare time, Sandra enjoys crafts and needlework. She and Keith also enjoy hiking, biking, snow skiing, and traveling. Click here to send Sandy an email. |
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Cathy LoayzaCathy is our Private Asset Management Account Coordinator. Her responsibilities include managing the account information Internet download from TD Ameritrade, reconciling account balances, preparing quarterly account statements, and maintaining any correspondence involved in setting up new accounts. She also assists the advisors as they manage client data for required minimum distributions, cost basis analysis, and provides client support for the private portfolio products.Cathy and her husband, Matt, have two school age boys, Brendan and Nathan. In her spare time, Cathy enjoys keeping track of college and professional sports, golfing, tennis, bike riding and spending time with her family. Click here to send Cathy an email. |
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