service team

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.

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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Mark & the Team

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The One and Only Us
graphic shows a framed picture on a wall with a collage of all six 228Main.com employees smiling

Clients, I’m one of a kind. I’ve worked many years and traveled many paths to be the person I am today.

Even though I’m the one and only Mark Leibman, I get to do what I do as part of an amazing team at 228 Main. I notice this truth now more than ever.

The enterprise has three core activities:

  • We talk with you about your plans and planning, to sort out how best to connect your money to your life—your goals.
  • We research and manage investments, striving to grow your long-term buckets.
  • We take care of the logistics and paperwork you need to try to get where you are going.

I sometimes say I am in business to talk all day, but as you can see from these notes, it takes the whole team to make that possible.

Four of us here in the shop contribute to our communications. Three of us collaborate on investment research and analyze portfolios. Two focus on logistics and paperwork, taking care of details.

While I spend the most time with you, Caitie Leibman directs our communications, which really is just another way to talk to you, with contributions from Greg Leibman, and Billy Garver, and me. Greg, Billy, and I work on research and portfolios. And Patsy Havenridge and Larry Wiederspan take care of service—the paperwork and logistics.

The buck stops with me, of course: I take responsibility for investment decisions and trading and recommendations and everything, but I could never accomplish by myself the things we are able to do as a team. We are working with more than $100 million for clients in twenty states.

I’ve often said that if there were three of me, we’d all be busy. But the world does not need any more copies of me. Every member of the 228 Main team knows that the better off you are, the better off we will be—and they each contribute skills and abilities I don’t have.

I couldn’t be more proud of them.

Clients, is there anything for which you could use our team’s perspective? Call or write, anytime.

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Play the audio version of this post below:

The One and Only Us – 228Main.com Presents: The Best of Leibman Financial Services

This text can be found at https://www.228Main.com/.

A Day in the Life with Larry and Patsy

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