As Financial Planning Assistant, Anita plays a key role in managing client records. Anita maintains all client-related financial records for the office and compiles portfolio reviews. Anita is also responsible for accounts payable, and during tax season you'll find her busy preparing tax documents and records. Anita also helps organize and plan for client seminars. Anita has been a member of the Cella Quinn Investment Services team since 1998. Prior to joining the Cella Quinn Investment Services team, she worked as researcher researching company corporate structures. She also spent thirteen years working in a high security field.

 

Jerry has been with the Cella Quinn Investment Services team since 2003, and is a "jack of all trades." He takes care of the office's computer systems and is often involved in special projects. You might also find Jerry working just outside the office helping to maintain the building and the outside grounds. Prior to working with Cella, Jerry worked for 30 years at Northwestern Bell/US West in their Information Systems division. Jerry also has over 20 years of experience in home construction and maintenance.