LPL Registered Administrative Assistant
Married to Joel
Daughter – Devyn
Loni and her husband Joel have a 10 year old daughter Devyn and recently welcomed their son Jaxton into their family on May 23rd, 2015. Loni is the leader of the client services staff. A graduate of Colorado State University with a Bachelor’s degree in Business Administration, Loni joined the Investment Centers of America in 2004. She holds a FINRA Series 6 Registration.
Loni’s responsibilities include meeting with clients to open accounts and complete paperwork. Her warm and outgoing personality combined with her extensive customer service experience and knowledge conveys the true spirit of Investment Center Advisor Group.
- FINRA Series 6 Registration *
*Registration held through LPL Financial