Cedar Brook Financial Partners Welcomes Lucy Skillicorn
Lucy Skillicorn joins Cleveland-based wealth management firm as an Executive Assistant for Partners Ted Lorenzen, ChFC(R) and Anthony Podojil, PhD.
Cleveland, OH, March 22, 2013 --(PR.com)-- Cedar Brook Financial Partners, LLC is pleased to welcome Lucy Skillicorn, Executive Assistant to Ted Lorenzen, ChFC® and Anthony Podojil, PhD, Partners of the Cleveland-based wealth management firm.
Ms. Skillicorn is filling an important client service position for the firm. In 2012, Mr. Lorenzen and Dr. Podojil launched a practice group, serving the financial planning needs of public employees, that has quickly attracted schoolteachers, administrators and public servants who are confronted with decisions and deadlines regarding their pensions and retirement accounts.
Ms. Skillicorn’s background, which includes twenty years of experience in delivering extraordinary customer service, makes her the ideal candidate for the role. Ms. Skillicorn’s most recent positions include serving as the Membership Manager and Development Associate for the Cleveland Botanical Garden and in administration for two Cleveland-based companies.
“We’re thrilled to have Lucy join our team. She loves working with clients and anticipating ways to make their lives easier. Our new practice area needs smart, agile, self-starters who can quickly put streamlined processes in place so that we can devote our time to working with our clients. Lucy is a perfect fit,” said Ted Lorenzen, Partner, Cedar Brook.
About Cedar Brook Financial Partners
Headquartered in Cleveland, OH, with offices in West Bloomfield, MI, Naples, FL, and Clearwater, FL, Cedar Brook Financial Partners is one of the largest independent wealth management firms in the region, according to Crain’s Cleveland Business 2012. Cedar Brook’s now sixty-plus professionals deliver customized, personal services including comprehensive wealth strategies, investment and insurance advice, retirement plan consulting, and group benefit programs to physicians, corporate executives, privately held business owners, and families. Cedar Brook has been recognized again, as a Top Workplace in Northeast Ohio by WorkplaceDynamics according to the Plain Dealer's 2012 study. The firm offers securities through Securities America Inc., member FINRA/SIPC. Advisory services are offered through Securities America Advisors Inc., an SEC Registered Investment Advisor. Cedar Brook Financial Partners LLC and the Securities America companies are not affiliated.
Ms. Skillicorn is filling an important client service position for the firm. In 2012, Mr. Lorenzen and Dr. Podojil launched a practice group, serving the financial planning needs of public employees, that has quickly attracted schoolteachers, administrators and public servants who are confronted with decisions and deadlines regarding their pensions and retirement accounts.
Ms. Skillicorn’s background, which includes twenty years of experience in delivering extraordinary customer service, makes her the ideal candidate for the role. Ms. Skillicorn’s most recent positions include serving as the Membership Manager and Development Associate for the Cleveland Botanical Garden and in administration for two Cleveland-based companies.
“We’re thrilled to have Lucy join our team. She loves working with clients and anticipating ways to make their lives easier. Our new practice area needs smart, agile, self-starters who can quickly put streamlined processes in place so that we can devote our time to working with our clients. Lucy is a perfect fit,” said Ted Lorenzen, Partner, Cedar Brook.
About Cedar Brook Financial Partners
Headquartered in Cleveland, OH, with offices in West Bloomfield, MI, Naples, FL, and Clearwater, FL, Cedar Brook Financial Partners is one of the largest independent wealth management firms in the region, according to Crain’s Cleveland Business 2012. Cedar Brook’s now sixty-plus professionals deliver customized, personal services including comprehensive wealth strategies, investment and insurance advice, retirement plan consulting, and group benefit programs to physicians, corporate executives, privately held business owners, and families. Cedar Brook has been recognized again, as a Top Workplace in Northeast Ohio by WorkplaceDynamics according to the Plain Dealer's 2012 study. The firm offers securities through Securities America Inc., member FINRA/SIPC. Advisory services are offered through Securities America Advisors Inc., an SEC Registered Investment Advisor. Cedar Brook Financial Partners LLC and the Securities America companies are not affiliated.
Contact
Cedar Brook Financial Partners LLC
Laura Sheridan
216-548-6780
cedarbrookfinancial.com
Laura Sheridan
216-548-6780
cedarbrookfinancial.com
Contact
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