With Financial Advocates you are independent, but never alone.
Our Commitment to You
Financial Advocates was established as a Super OSJ in 1996 to provide financial advisor practices with superior, concierge-level service. Financial Advocates seeks to build on the vision of servant leadership for advisors in every aspect of our business.
Today, Financial Advocates serves as a financial advisor’s primary ally as a large enterprise within LPL Financial.
We remove the obstacles advisors encounter as they transition, grow, and manage their independent practices. Our knowledgeable, diverse staff has the background, experience, and expertise to support independent advisors.
MISSION
We guide and serve with stewardship and leadership.
VISION
We aspire to provide clarity, simplicity, and stability for success.
CORE VALUES
Community, dependability, resourcefulness, and strategic vision.
Our Team
Leadership
Tristin Redmon
Regional Branch Director
Taryn Weiks
Client Care Director
Tristin Redmon
Regional Branch Director
Taryn Weiks
Client Care Director
Business Consulting
Andrew Boerens
Business Consultant
Benjamin Chapman
Business Consultant
Don Williams
Business Consultant
Kerry Prichard
Business Consultant
Pam Comery
Business Consultant
Andrew Boerens
Business Consultant
Benjamin Chapman
Business Consultant
Don Williams
AVP, Lead Business Consultant
Kerry Prichard
AVP, Business Consultant
Pam Comery
AVP, Business Consultant
Support Staff
Alisa Van Frank
Virtual Assistant Manager
Brittany Fox
Sr. Marketing Consultant
Drew Gremel
Portfolio Analyst, QC
Eliseo Dill
Information Technology Associate
Gena Evans
Client Care Specialist
Jeremiah Francis
Information Technology Director
Joelle Wolph
Client Care Specialist
Kendra Vandervort
Client Care Specialist
Maria Edwards
Sr. Executive Assistant
Melissa Buttafoco
Operations Manager
Misael Romero
Business Development Consultant
Nick Derry
Client Care Specialist
Rease Morin
Portfolio Associate/Para Planner
Sarah Vandever
Executive Assistant
Sieg Johnson
Portfolio Operations Director
Simona Shevling
Client Care Specialist
Terry Cleman
Sr. Regional Supervisory Principal
Tim Jones
Sr. Operations Specialist
Alisa Van Frank
Virtual Assistant Manager
Brittany Fox
Sr. Marketing Consultant
Drew Gremel
Portfolio Analyst, QC
Eliseo Dill
Information Technology Associate
Gena Evans
Client Care Specialist
Jeremiah Francis
Information Technology Director
Joelle Wolph
Administrative Assistant
Kendra Vandervort
Client Care Specialist
Maria Edwards
Sr. Executive Assistant
Melissa Buttafoco
Operations Manager
Misael Romero
Associate Business Development Consultant
Nick Derry
Client Care Specialist
Rease Morin
Portfolio Associate/Para Planner
Sarah Vandever
Executive Assistant
Sieg Johnson
Portfolio Operations Director
Simona Shevling
Client Care Specialist
Terry Cleman
Sr. Compliance Officer
Tim Jones
Sr. Operations Specialist