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LPL Registered Administrative Associate

Loni and her husband, Joel, have a daughter Devyn and son Jaxton. Loni is the leader of the client services staff. A graduate of Colorado State University with a Bachelor’s degree in Business Administration, Loni joined Kevin's team in 2004. She holds a FINRA Series 6 Registration.

Some of Loni’s responsibilities include meeting with clients to open accounts and process financial transactions. Her warm and outgoing personality combined with her extensive customer service experience and knowledge conveys the true spirit of Investment Center Advisor Group.

Education

  • Colorado State University

Family

  • Married to Joel
  • Daughter: Devyn
  • Son: Jaxton

Professional Credentials

  • FINRA Series 6 Registration*
*Registrations are held through LPL Financial