Ramsier Financial Services, Inc.
A Team Approach for Your Retirement
Chances are, when you think of Ramsier Financial Services, the ‘name and face’ that you associate with us is your own Advisor. And while one person may be your primary point of contact, there is a network of people, systems and processes that make sure each client is appropriately supported by our entire financial team.
With over 90 years of combined experience….
Advisors: Tim Ramsier, Brent Steiner, Doug Ingold, Dan Artrip and Caleb Beery have 84 years of combined experience in investing and financial planning! We think that a client is in good hands with any one of our registered representation. But even more so as these five advisors work in tandem to service your accounts.
Audrie Stoller, Mara Henico and Teri Nieman serve in a support role to the Advisors: opening new accounts, requesting funds, transferring accounts, adding beneficiaries and other service items.
Janis Steiner is often your first contact with the office: answering the phone, scheduling appointments and following through with client requests. Janis also prepares all the Client Reviews, works with marketing and gives website support.
Caleb Beery, who is now an advisor, has also been instrumental in further developing our technology capabilities, overseeing necessary trades and transfers to keep accounts in line with their models and making sure that necessary evaluations of client accounts are taking place in a timely and efficient manner. Caleb also supports each of our advisors with investment research and monitoring of current investments being used in client portfolios.
With this information, our advisors meet weekly to discuss:
- Investment performance, portfolio design and ongoing market or tax issues that may need addressed
- Managing our business so that plans are in place to address critical issues such as: protection of client data, emergency situations such as natural disasters, death of an advisor or anything that could negatively affect our ability to continue to provide the high level of service that our clients should expect
Financial services can be confusing and the needs of our clients can change quickly. It is critical that Ramsier Financial have a team of people ready to serve. Our individual strengths are brought together to equal a collective sum that is much better for all involved. We appreciate the opportunity to be Your Team!