client communications

Another Friendly Teammate: Welcome, Lori! 

Clients, you may have spotted the new face or heard the new voice around the office. Let us take a moment to get everyone up to speed.

As our enterprise grows, so does our team!

We’re pleased to introduce Lori Knott, joining us as our newest Client Services Associate.

We believe the core activities of our enterprise are investment research, portfolio management, and talking to you. But nothing happens until the details are handled, and they are crucial. So Lori is joining our client services team—a team that plays that vital role.

Lori brings years of experience working in financial services and administrative support. We could tell right away that her attitude, values, and skillset were a great match for our needs.

With a short commute from Omaha, Lori fits in right here with our love of nature, as she says she loves the outdoors and hiking. Her family includes her partner Elana, her four kids, and a “fur baby.” Her children are Bre, Bryce, and twins Braden and Brendan. In keeping with the B’s, her chihuahua Maltese mix is named Bandit.

Lori may be the latest addition to the 228 Main team, but she is already caught up with the “history” of our work here. The mission is the same for the whole team: we strive to grow your buckets. And that project takes all of us, from research and trading to paperwork and communications—it happens when all of us are ready to be of service to each other.

If you’re able, come in and say hello when you have a chance, and welcome, Lori!

Play the audio version of this post below:

Another Friendly Teammate: Welcome, Lori!  – 228Main.com Presents: The Best of Leibman Financial Services

The text of this episode is available at ⁠⁠⁠228Main.com⁠⁠⁠.

Friendly Faces and Important Roles

Clients, it’s Caitie here. I’m so thrilled to introduce you to our newest teammate, Allison Bauers! In a small business, we tend to wear many hats, so this week, we’re chatting about how our roles and duties will change in the coming months.

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Welcome, Brenda! The Dream Works with Teamwork 
by Caitie Leibman, Director of Communications

Clients, you may have already spotted the new face or heard the new voice around the office. Let us take a moment to get everyone up to speed on some exciting developments.

You may remember that our dear friend Larry Wiederspan “retired” a couple years ago, but it didn’t stick. Then, the time came for certain: his last day in our employment came and went in April. While we miss seeing Larry so regularly, his retirement brought us a new opportunity. (Life’s all about beginnings and endings, isn’t it?)

With Larry’s departure, we were ready for some help on the Client Services team. Our Client Services Coordinator Whitney Engle has been with us full-time for more than a year now, and she’s been on top of everything we’ve been able to throw to her—and then some! She’s so proactive. And Client Services Associate Patsy Havenridge has been holding down the front office with grace and good humor since 2018. Where does the time go?

And now, joining as our newest Client Services Associate, we’re pleased to introduce Brenda Smith!

Brenda brings years of experience in financial services and administrative support, and we were so pleased to discover that her skills were a match for our needs. Her warm personality and easy-going spirit were evident from our first encounters.

Brenda is a Louisville native, and her son Isaac is a third-generation LHS student. When she’s not in the office at 228 Main, she enjoys traveling, reading, cooking, and spending time with friends and family. “I have a group of lifelong friends who still refer to ourselves as ‘the Louisville Girls,’ and we try to get together at least once a month to catch up,” Brenda says. “I’m a history nerd and can be found watching historical documentaries and historical shows and movies when I’m at home.”

Brenda may be the latest addition to the 228 Main team, but she is already caught up on the “history” of our work here. The mission is the same for the whole team: we strive to grow your buckets. And that project takes all of us, from research and trading to paperwork and communications—it happens when all of us are ready to be of service to each other.

Come in and say hello whenever you have a chance. Welcome, Brenda!

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Play the audio version of this post below:

Welcome, Brenda! – 228Main.com Presents: The Best of Leibman Financial Services

This text is available at https://www.228Main.com/.

Let’s Talk It Out!

Converse, communicate, babble, blather, rant, rave… I love to talk! Preaching to the choir, but it’s worth reminding everyone: I’m here to do this. By choice. More in this aptly-titled video.

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This Headline Doesn’t Matter

Sometimes, instant updates matter. Can you imagine a traffic report arriving after the fact? But at 228Main.com, the news cycle isn’t our schedule: your schedule is our schedule.

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How Teamwork Makes the Dream Work

The team at 228Main.com is growing! You might get to see a new face or hear a new voice, courtesy of our partners at LPL. Let me introduce our latest client services teammate.

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Here We Grow Again: Welcome, Whitney!
headshot of Whitney Engle

One of the blessings of our enterprise is the way it grows, by word of mouth. One friend helps another by introducing them to us, or putting them on our email newsletter list, or forwarding a blog post. When we focus on growing your buckets and meeting your needs, our needs get met. 

Growth brings challenges, of course. We have staffed up from time to time in recent years to continue taking care of the business. Now we are embarking on a new and more flexible arrangement. A few benefits to our latest expansion: 

  • We get the expertise we need to keep our operations and logistics flowing more smoothly. 
  • We add another lovely teammate to help serve the best clients in the whole world! 

With that in mind, we want to welcome the newest member of our team. Whitney Engle comes to us by way of LPL Financial’s Administrative Solutions program. She is a full-time LPL employee, well-versed in all the systems and processes. She now works with us from afar, though the distance is no obstacle. Phones and email help bring us together; it’s one thing I learned with all of you in the last chapter of life. 

I believe the core activities of our enterprise are investment research, portfolio management, and talking to you. But nothing happens until the details are handled, and they are crucial. So Whitney is joining a client services team—along with Patsy Havenridge and Larry Wiederspan—that plays a vital role. 

We’re grateful for Larry’s long service; hard to believe it goes back eight years! And Patsy, four years in, has been a joy to have in the shop. With Whitney’s help, we are better equipped than ever to take care of business. 

Whitney will assist us with paperwork and logistics: it’s the work we may need to create new accounts, monitor requests, interface with mutual fund companies, guide us through home office processes, and help with a variety of other tasks. 

When she’s not hard at work, Whitney tells us she enjoys spending time with her two boys, taking care of a menagerie of animals at home, and cruising the country roads on a skateboard. 

Another friendly face joins the team, and we are glad to have access to a talent like Whitney through our partners at LPL. We’re looking forward to an arrangement that’s good for you and good for us. For the months and years ahead, staffing is key to helping us help you. So we’d like to offer a hearty welcome to Whitney! 

Clients, when we need to chat about anything, be sure to reach out—anytime.

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Play the audio version of this post below:

Here We Grow Again: Welcome, Whitney! – 228Main.com Presents: The Best of Leibman Financial Services

This text is available at https://www.228Main.com/.

Let’s Talk! (You Couldn’t Pay Me to Stop)

Converse, communicate, babble, blather, rant, rave… I love to TALK! Preaching to the choir, but it’s worth reminding everyone: I’m here to do this. By choice. More in this week’s aptly-titled video.

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The Best Way to Be Two-Faced

In Roman mythology, Janus was the deity of beginnings, endings, and transitions. He was all about passageways and traveling. I’m thinking about him as I reflect on where 228 Main has been—and where it’s headed.

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A Thanksgiving Message: On Giving Thanks When It Matters
Won’t you join me? I’m getting in the spirit! A little personal reflection for this fine holiday week.

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