Professional

Mrs. Holbrook serves as our Operations Specialist. She supports our advisors by actively monitoring our clients’ investment accounts by producing and maintaining analytical reports and data. She also provides trading support for client accounts. In addition, Mrs. Holbrook assists with maintaining regulatory compliance and Global Investment Performance Standards (GIPS®).

Experience

Since 2006, Reine has enjoyed working in the banking and financial industry.  She takes pride in attention to detail with everything she does and enjoys assisting clients.  As our Operations Specialist, her goal is to make sure all tasks are completed efficiently and accurately.  Reine enjoys building new relationships with the clients as well!

Education & Designations

  • Owens Community College – Office Administration (Attended 2008-2010)
  • Toledo Academy of Beauty Culture – Ohio License in Managing Esthetics (2005)

Personal

Reine resides in Findlay, Ohio with her husband, Eric, and her son, Jorian.  She attends Saint Michael the Archangel Church with her Mom.  On warm days, she enjoys playing fetch with her dog, Ruby, and taking walks with her husband for undivided attention.  She enjoys shopping on Amazon, baking, playing board games, cleaning, and spending every second she can with her teenage son!

Contact Reine