As our HFM client family grows so does our employee family. Our goal is to consistently provide our clients with compliant top-notch service. With that in mind we want to introduce you to a few new team members that you may encounter the next time you contact our office with a question or to discuss your 401(k) plan.
Client Services Assistant
A key department at HFM is our servicing department. The servicing team takes pride in providing efficient, compliant, fast turnaround for any assistance clients may need with their accounts. Michelle is a welcomed addition to our client servicing team. Michelle will assist Roxanne McGee our Client Services Coordinator. Together they will answer all client questions and make sure the t’s are crossed and the i’s are dotted. One of our values as a financial advisor is to set our clients on a path to achieve their goals. As life unfolds change is inevitable, and clients’ plan, accounts, beneficiaries, RMDs, etc. may need revisions based on those changes. Our Client services team is at the ready for all our clients needs. Michelle can be reached at mdillman@HFMadvisors.com
Retirement Plan Associate
Caitlin is the “point person” for all things 401(k), Caitlin works to ensure our Plan Sponsors and participants receive the highest level of service. Whether it is scheduling participant workshops, sharing educational information with participants on the importance of saving for retirement, encouraging participants to use a budgeting tool or arranging for a plan sponsor to meet with an advisor, Caitlin helps to protect plan sponsors, guide positive participant outcomes and unify the client’s service team. She can be reached at cege@HFMadvisors.com or dial her direct at 856 302-7041.
The next time you call or visit our office you will no doubt meet our newest employee Liz Roth. Liz is responsible for supporting every aspect of our office and will help it to run smoothly. As you can imagine, an efficiently running office needs someone who fills in the gaps, pays attention to the details and ensures our service levels are reached. Liz will be the voice on the other end when you call our office and will happily answer your question or get you to the right team member who can. She can be reached at lizroth@HFMadvisors.com or 856 232-2270.
Again, we are excited to welcome our new team members to the HFM Family!