LPL Registered Administrative Associate
Loni and her husband, Joel, have a daughter Devyn and son Jaxton. 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 Kevin's team in 2004. She holds a FINRA Series 6 Registration.
Some of Loni’s responsibilities include meeting with clients to open accounts and process financial transactions. Her warm and outgoing personality combined with her extensive customer service experience and knowledge conveys the true spirit of Investment Center Advisor Group.
Education
- Colorado State University
Family
- Married to Joel
- Daughter: Devyn
- Son: Jaxton
Professional Credentials
- FINRA Series 6 Registration*
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