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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.

   

Pat Hamrick
Senior Client Service Representative

Pat is experienced with all 401k Participant Services and Operational Processing for plan installations.

 

 

Joni Green
Senior Account Service Representative

Joni is experienced in handling all aspects of Individual of Accounts as well as servicing our 401k Participants.

   

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.

   

Sam Lewis
401k Administrative Assistant

Sam is experienced with all processing for the 401k participant information.

   

 

 
Welcome to Diversified Financial Advisors, a company dedicated to serving and preserving the financial well being and needs of individuals and corporations.

Serving our clients needs and best interests inspires us, but our prudent financial planning process, Diversi-Plan, guides us.

Click here to review our process - Diversi-Plan.

 


Securities offered through Mutual Service Corporation. Mutual Service Corporation and LPL Financial are affiliated
companies and are member of FINRA/SPIC.

Advisory services offered through Diversified Financial Advisors LLC, a registered investment advisor. LEGAL

14323 South Outer Forty Drive, Suite 210 S. | St. Louis, MO 63017-5734
tel: 314.786.9000 | toll free: 800.307.0376 fax: 314.786.9001
email:
info@diversifiedfa.com

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