Operations Manager and Non-Registered Financial Assistant
I joined our team in February of 2019 and am the Operations Manager and Non-Registered Financial Assistant. I am a long-time North Dakota resident. I came to GoalQuest with many years of experience in client services and have an Bachelor's Degree in Business Administration with a major in Finance. I graduated from Dickinson State University and am looking to further pursue my career in the financial industry. My role includes operational management and supporting the Financial Advisors in our office. With my background in Business Administration, I help to provide guidance and assistance in managing the firm’s client relationships, assisting with paperwork, and handling the day-to-day running of the office. I look forward to becoming more involved in our financial operations and establishing new client relationships.
Jena acts as a non-registered associated person of LPL Financial. She is authorized to assist Advisors with LPL Financial with approved activities. She is prohibited from soliciting, creating a market or account for any securities, investment advisory or insurance services. These activities are the sole responsibility of the Advisor(s) she supports. In addition, she is not authorized to enter into any contractual obligations on behalf of LPL Financial or otherwise bind the firm. LPL Financial is not affiliated with any other entities referenced. (10/20)