Autumn Butler, AFC ®

FOCUS As a Client Relationship Specialist, Autumn helps with client correspondence, communicating to the trade team, scheduling appointments, and transferring clients’ funds. CAREER HIGHLIGHTS Autumn comes from a background of non-profit work where she served individuals and families from many walks of life. Most recently, she worked as a financial coach at[...] Continue reading
13 October, 2020

Janet Ivanoff

Email: FOCUS As a Client Relationship Specialist, Jan handles new account processing, funds transfer and assists clients with day-to-day challenges to help them reach their financial goals. CAREER HIGHLIGHTS Jan has over 35 years of experience in the Life insurance industry, holding a variety of positions ranging from handling new business[...] Continue reading
21 August, 2020

Daryl Patten

Senior Vice President Email: FOCUS Daryl works with our clients to help them define and meet their investing goals through financial guidance, investment planning and portfolio management. Daryl’s strong background in corporate leadership gives him a unique perspective on both the markets and client service. CAREER HIGHLIGHTS Daryl honed[...] Continue reading
21 August, 2020

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