| Elite Team
A truly independent platform for financial advisors with the freedom to choose and the superior servicing to build your business.
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Elite Team

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.

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)

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.

Tiffany Solomon, Advisor Services Specialist, LADL Business


Tiffany is assists in billing management as well as our LADL business. In this area, she is responsible for the submissions of new business from agent appointment, to illustration support, application submission, underwriting, and placement.

Natalie Anderson, Service Center Coordinator


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

Karoline Wetzel, Advisor Services Specialist


Karoline is the point of contact for assistance with Redtail. She also assists Natalie with applications and accounts.

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