BCJ Financial | BCJ Elite Servicing
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BCJ Elite Servicing

Service Offering

While you are developing client relationships and growing your business, our service center will be working behind the scenes, helping you to create a streamlined and efficient business without the administrative burdens.


The BCJ Service Center was created to assist advisors in growing their business and increasing their earning potential. Our service center team helps our advisors to focus on their clients and their businesses by providing a variety of administrative and management services.


Our support team assists advisors with services ranging from account creation and document management, to compliance review and trades. We will alleviate the administrative burden for you, by handling the details involved in client management.


Compliance Support


We have enhanced our compliance offering beyond in-house and broker-dealer compliance support. We have chosen to extend this offering to include an outside compliance consultant.


New Business Team


We provide a full-time New Business Processor that communicates with all BCJ carriers and advisors to expedite the underwriting process. The processor works with advisors through a real-time advisor dashboard to fulfill all outstanding requirements in fully processing new business.

“We provide a comprehensive support service that

will help advisors grow –or manage the growth

they have already achieved.”

Steve Captain, Vice President

Sample of Advisor Services

  • Trading and  Rebalancing
  • Compliance Review
  • Trading Paperwork for New and Existing Clients
  • New Account Paperwork: IPS, AMA, Solicitor Agreement, and more
  • Document Management
  • CRM Transition and Integration

Meet Our Team

Trading and Operations

Angela Talbot, Director of Trading and Operations


Angela is responsible for daily account reconciliation, research, model design, trading and quarterly performance reporting. She is the point of contact for advisors for
learning the BCJ models, setting up advisor online access to view their clients’ accounts and account performance, performance questions and trading questions.

Advisor Support & Operations

Autumn Hallam, Advisor Support and Operations Assistant

Autumn provides support to our financial advisors and works closely with our service team for assistance with administration and compliance activities. Autumn is positioned as the quarterback for our on boarding process.

Service Center

Natalie Anderson, Service Center Coordinator


Natalie is the point of contact for assistance with proposals, applications and account transfers within the Proposal System. She acts as the liaison between our custodians and the advisors/solicitors. Natalie also assists with trade requests within the company and creating reports.

Compliance & Retirement Benefits

Sara Johnson, Compliance and Retirement Benefit Coordinator


Sara assists with compliance oversight and works closely with our compliance team and consultant. She also provides service and support for the NextLevel(k)

New Business

Amy Stanley, New Business Coordinator


Amy is responsible for the submissions of new business from agent appointment, to illustration support, application submission, underwriting, and placement.


Alexsa Young, Director of Marketing Communications


Alexsa is the director of branding and marketing communications for the firm. She manages the development and implementation of BCJ marketing projects and acts as the point of contact for items including BCJ websites, BCJ social media, co-branding projects, marketing collateral (digital and print), email marketing, specialty projects and more. In addition, Alexsa manages compliance review for marketing items for both the firm and our advisors.

Start your journey with BCJ.