e-Compass – April 2013

Multop Financial Team Focus

Announcing Our Junior Team Member

Proud first-time parents Aretha Allen and Tyler Ryan announce the birth of their daughter Camille Grace Ryan.

Camille was born at 11:45 AM on February 1. Weighing 7 pounds, 15 ounces and 21 inches tall, Camille has brought endless joy to her family from the beginning. Aretha and Tyler are happy to report that Camille is enjoying all sorts of activities with Mom and Dad as she grows and learns quickly. They are also well-rested as Camille is sleeping through the night!

Welcome Camille Grace Ryan!

Multop Financial Offers More Great Service Through Dedicated Staff

We are pleased to introduce Development Coordinator, Kristin Costanza, to the Multop Financial Team! Kristin will be working to expand our wealth management and tax services to new clientele through increased communication, networking and community events. Her many years of experience in the marketing and development arena are a welcome addition to Multop Financial as we expand our efforts to connect with our clients and the community. Kristin is very excited to join the Multop Financial team, and to meet you! She sends you a standing invitation to come in for a latte and a tour of the office with a friend or family member who would like an introduction to our firm and the roster of services we offer. Welcome Kristin!

After more than a year of service here at Multop Financial, Lauryn Peugh will be lending her administrative skills to our financial planning department by way of support to our advisory team and wealth management clients. Lauryn has been involved in all aspects of the firm over the past year, and has found her niche as the Client Service Assistant working closely with Aretha and Ted, and serving as our point-of contact-person with Cetera Advisors, LLC. Lauryn’s overall knowledge of how our firm operates and being able to step in to any department at any time is a valuable attribute that we appreciate, and we know you will, too.

We are lucky to have both of these talented professionals as part of our team, and hope you have a chance to say Hello to each of them next time you visit the office.

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