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who we are - client service team
| Jeremy Trybula
Register Representative
401k Enrollment and Service Specialist
Jeremy assists with 401k Enrollments
and is available in the office to assist Participant’s
with investment changes and the website issues. |
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Pat
Hamrick
Senior Client Service Representative
Pat is experienced with all 401k Participant
Services and Operational Processing for plan installations. |
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Joni
Green
Senior Account Service Representative
Joni is experienced in handling all
aspects of Individual of Accounts as well as servicing
our 401k Participants. |
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Laura
Bequette
Client Service Representative
Laura is experienced Client Service
representative, her primary dues are to handle 401k
participant inquiries and operations of specialty plans. |
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Sam
Lewis
401k Administrative Assistant
Sam is experienced with all processing
for the 401k participant information. |
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| Welcome
to Diversified Financial Advisors, a company dedicated
to serving and preserving the financial well being and
needs of individuals and corporations.
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Our Program help us guide you and protect
you. Click below to review:
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