Marci S. Gartner, FLMI
Manager, Investment Operations and Reporting
Marci joined the Firm in 2002. Education: B.S in Business
Administration emphasis in Accounting, University of Nebraska-Lincoln,
2001. FLMI, General Securities Registered Representative of Ameritas
Investment Corp., and Investment Advisor Representative of Summit
Investment Advisors.
Stephanie R. Bernauer
Senior Investment Operations Analyst
Joined the Firm in 2008. Education: B.S. in Business Administration in
Finance, University of Dayton, 2007. Experience: Administrative
Assistant, Xenia Power Equipment, 2006 - 2007. Successfully completed Level I of the Chartered Financial Analyst Exam.
Angela M. Ledbetter
Operations Analyst
Joined the Firm in 2006. Education: Attended the University of
Cincinnati. Experience: Western and Southern Financial Group, Account
Administrator, 1999 - 2006; U.S. Bank, Trust Associate, 1999; Fifth
Third Bank, Mutual Fund Representative, 1997 - 1999.
Lafran B. Preble
Operations Analyst
Lafran joined the Firm in 1998. Education: B.A. in Business Administration, Chadron State College, 1984.
Susanne E. Rinne
Operations Analyst
Susanne joined the Firm in 2006. Education: B.S. in Business
Administration emphasis Finance, University of Nebraska-Lincoln, 1998.
Experience: Sales Assistant, Smith Hayes Financial Services, 2000-2006;
Sales Assistant, Piper Jaffray, 1998-2000.
Mary H. LoChiano
Senior Administrative Assistant
Mary joined the Firm in 2000. Education: BS in Finance; Northwest
Missouri State, 1997, General Securities Registered Representative of
Ameritas Investment Corp. Experience: Administrative Assistant,
Nebraska Bankers Insurance & Services Co., 1998-2000.
Cheryl A. Lunn
Administrative Assistant
Joined the Firm in 2000. Education: Eastland Career Center, Secretarial Science, 1976. Experience: Miami University, Program Associate, 1996-1999.
|