#MeetTheTeam: Shelby Lutack is a member of our Finance & Accounting team in the SCF home office. She specializes in reconciling and calculating our financial advisors’ commission payments, and assists our advisors any time they have questions regarding their commission payments and statements.
#MeetTheTeam: David Bogdanov is a member of the SCF marketing team. He splits his time between recruiting prospective financial advisors to our firm and designing everything from marketing collateral to the SCF website. #recruiting #businessdevelopment #sales
#MeetTheTeam: Linda Jacobsen has been on the SCF team for almost 25 years and is still going strong. As our national licensing & registration director, Linda works closely with new advisors during their onboarding, and with existing advisors on everything from state and regulatory registrations, to carrier appointments and contracting, annual registration renewals, CE requirements, and so much more.
#MeetTheTeam… Barbara Lippie is a member of our advisor services team in the SCF home office — each of whom serves as a “concierge” for SCF advisors. No two days are alike for Barbara and our service staff, who handle everything from simple technology troubleshooting to the most complex projects across multiple platforms and vendors. Barbara also serves as our primary liaison between Orion Advisor Services and SCF staff and advisors. #teamwork #service #brokerdealer #RIA #business
