 |
|
|
7743 W. Jefferson Blvd. Fort Wayne, Indiana 46804 |
|
|
800-838-6441 260-436-8525 2006 © Galecki Financial Management, Inc. |
|
|
|
|
|
7743 W. Jefferson Blvd. Fort Wayne, Indiana 46804 |
|
|
800-838-6441 260-436-8525 2006 © Galecki Financial Management, Inc. |
|
Jackie Claussen
As the first person our clients see upon entering our office Jackie's professional approach and, yet warm and friendly attitude set the tone for Galecki Financial Management. She is responsible for greeting clients, scheduling appointments and maintaining the efficiency of our front office. She is the glue that holds us together.
Pam Martin
Pam joined our team in 2005, and brings with her years of experience in secretarial and administrative fields. She works closely with Jackie and our staff in maintaining an efficient, smooth flow for the office.
Office responsibilities include transcribing correspondence, filing, record maintenance, organizing and maintaining inventory of office supplies. She also fills in at the front desk: assisting in greeting clients, scheduling appointments and answering client phone calls.
Kyle Galecki
kyle@galecki.com
Kyle Galecki joined Galecki Financial Management in November of 2007 as an Asset Management Specialist. He earned his Bachelor’s Degree in Finance from Ball State University in 2006.
Prior to graduating, Kyle spent two summers as an intern for Galecki Financial Management. He also was an intern for Alpha Financial Management, another Fee only firm in Savannah, Georgia.
After graduation, Kyle worked for Merrill Lynch in their Durham, North Carolina office.
Kyle has many responsibilities such as downloading daily information form Schwab, Fidelity, and TD Ameritrade. He also helps with billing. His primary focus is using our portfolio rebalancing software to make sure each client is diversified according to his or her asset allocation model. He accomplishes this through a software program the company has started using called Irebal.
Jessica Roach
jessica@galecki.com
Jessica Roach joined Galecki Financial Management in June of 2007 and is currently our Client Liaison. Jessica earned her Associates Degrees in Business Administration and Accounting from Indiana Business College in December 2006.
Jessica has been trained in our Financial Planning and Asset Management Departments and continues to assist in each area. Jessica's main focus is to adhere to client needs and assist advisers in daily activities. She is currently studying to earn her CFP(r) Designation.
Lynn Thieme
Lynn came to Galecki Financial Management in February 2008. She has many years of experience in the administrative field and always has a smile. Her responsibilities include filing, typing, organizing inventory of supplies, record maintenance and assisting Pam at the front desk.
