Barbara A. Lamont

Barb Lamont, LPL Licensed Administrative Associate and Administrative Director, is responsible for assisting Alex and Dan with their clients, ensuring the smooth flow of business processing between client and investment companies. Barb troubleshoots client problems and concerns, works closely with investment companies and our home office in Omaha, Nebraska, including Trading, Brokerage Services, Compliance, Licensing, New Accounts and Technical Support departments. She is also responsible for the company Newsletter, RedTail CRM client management, as well as database management. Barbara is a Registered Associate with LPL Financial, and holds her FINRA Series 6 license through LPL Financial. She has completed her Tax Certification Course and attended NPC University in California. Barb has been here since June 2002.