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Bill Steckelberg, MBO Manager |
503.566.7266, ext. 106
Email
Bill |
Bill Steckelberg of River Capital Management is
the MBO Manager for a large group of Advisors, including
those doing business as Willamette Financial Group. Bill
is a Certified Financial Planner� and holds FINRA series 7, 24,
63, and 65 registrations as well as being a licensed life and
variable annuity insurance agent. Contact Bill for any
questions relating to sales and supervision, including the
following:
- Business Development
- Succession Planning
- Sales Support
- Compliance and Supervision
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Jenifer Jensen, Operations Manager/Advisor Support |
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503.566.7266, ext. 108
Email Jeni |
Jeni
is the Operations Manager & Advisor Support for WFG.
She is a Delegated Principal and holds Series 7, 66 and 24
registrations. Please contact her with any support
questions and help with the following:
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Kristy
Barnett, Processing Department |
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503.566.7266, ext. 101
Email Kristy |
Kristy is the company’s processor,
providing data management services for Advisors.
She is your first contact for any Laserfiche corrections
or questions.
Please contact her for help with the following:
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Laserfiche navigation
and search training or questions
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Client file corrections
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Misfiled document
corrections
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Processing coversheet
questions or training
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wfgadvisors.com or
wfgresources.com updates
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Processing questions
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UPS tracking information
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