Please join us in welcoming TINA WOLK-HEFNER to the Paradigm Financial Advisors team in the newly created position as CLIENT SERVICE COORDINATOR.
Jackie will be training Tina over the next few weeks prior to her official retirement date of May 13th. Tina will be responsible for Jackie’s previous responsibilities of setting appointments and coordinating all the scheduling for the PFA Wealth Management team. She will also expand her role into working on client service functions such as completing new account paperwork, processing periodic distributions, account transfers, assisting clients in accessing their accounts online.
Tina graduated from Southeast Missouri State University in 1999 (Cum Laude). She earned the Microsoft Office Specialist Certification in 2000. Tina has taught computer and technology classes at the high school and junior college levels.
Tina has developed a good understanding of many aspects of financial and investment planning from her past work experience. She previously worked at Conway Financial Group, LLC, a fee only financial planning firm in St. Louis. In this role she was responsible for assisting the financial advisor in preparing for client meetings, processed new account applications and helped manage their technology systems. Tina also has experience working with T.D. Ameritrade and is proficient in many technology software programs that PFA uses.
Please join us in welcoming Tina to the Paradigm team as you start to interact with her over the next few weeks. Her email address at Paradigm is Thefner@pfaclientdev.brickst.com.