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Meet the Team: Brent

#MeetTheTeam: As a member of our Finance & Accounting team in the SCF home office, Brent Lund focuses on the reconciliation and calculation of our financial advisors’ commission payments. #teamwork #commissions #accounting #service

Meet the Team: Brent Lund


Meet the Team: Jackie

#MeetTheTeam: Jackie Avila assists our financial advisors with new account paperwork and business submissions. As a member of our Trading & Operations team, she also handles account service cases and works closely with our custodians and product vendors. #teamwork #trading #operations #service

Meet the Staff: Jackie Avila


Photo Quote: Successful People

“Successful people become great leaders when they learn to shift the focus from themselves to others.” — Dr. Marshall Goldsmith #leadership #motivation #vision #focus #purpose #success #business

Successful people become great leaders when they shift focus from themselves to others.


Team Building on the River

Nothing like a 10-mile whitewater rafting expedition down the Class 3 Kings River to energize the SCF home office staff for another great week serving our financial advisors! 💧💧💧 #workhardplayharder #teambuilding #weekendwarriors #teamwork #Fresno #lifeatSCF #KingsRiverExpeditions

Staff River Rafting Trip


Meet the Team: Lauren

#MeetTheTeam: Lauren Downum is a member of our #finance & #accounting team in the SCF home office. She focuses on everything from bookkeeping and account reconciliations to accounts payable and accounts receivable. #teamwork #service #brokerdealer #RIA #business

Meet the Team: Lauren Downum


Graduation Tips for Clients and Their Children

It’s graduation time across the country! Here are two great resources to share with clients whose children will now be starting their careers… from Maurie Backman and The Motley Fool

5 Tips for Lining Up Your First Job

6 Tips for a Killer Resume

#graduation #resume #career #jobsearch

Happy Student at Graduation


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