BCJ Financial | Elite Team
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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.

Wendy Hawkins, Advisor Support and Operations Assistant

 

Wendyn 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.

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)
program.

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.

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.

Natalie Anderson, Service Center Coordinator

Karoline Wetzel, Advisor Services Specialist

Natalie and Karoline are 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.

Start your journey with BCJ.