Cedar Brook Financial Partners Welcomes Jackie Wylen
Client-relationship professional, Jackie Wylen, joins the Employee Benefits Division of the Cleveland-based wealth management firm.
Cleveland, OH, April 14, 2013 --(PR.com)-- Cedar Brook Financial Partners, LLC is pleased to welcome Jackie Wylen, Administrative Assistant, to the Cleveland-based wealth management firm.
Ms. Wylen is an important addition to the firm’s growing Employee Benefits Division. Led by Partner, Ben Katz, the Employee Benefits Division is one of the fastest growing groups in the firm. The group has experience working with a diverse range of clients including large, publicly traded companies to smaller family-owned businesses. The benefits team develops customized strategies to help employers and their employees with health, dental, vision, and short and long-term disability insurances.
Ms. Wylen will help clients with the day-to-day administration of their benefits programs with a focus on worksite products and health care reform compliance. Since the group is a full service provider, she’ll assist with conducting annual audits of eligibility, quarterly claims reviews, eligibility updates, and spousal audits.
“We’re thrilled to welcome Jackie to our group. Her impressive experience delivering exceptional service to her previous employers’ clients made it a no-brainer to hire her. She understands the power of delivering consistently superior service. Our clients have enough to worry about; they don’t need to add employee benefits to the list. With support like Jackie’s, we will be able to expand our service to our clients as we help them with everything from completing insurance applications through analyzing their results,” explained Ben Katz, Partner, and Director of Employee Benefits Division.
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 seventy-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. Wylen is an important addition to the firm’s growing Employee Benefits Division. Led by Partner, Ben Katz, the Employee Benefits Division is one of the fastest growing groups in the firm. The group has experience working with a diverse range of clients including large, publicly traded companies to smaller family-owned businesses. The benefits team develops customized strategies to help employers and their employees with health, dental, vision, and short and long-term disability insurances.
Ms. Wylen will help clients with the day-to-day administration of their benefits programs with a focus on worksite products and health care reform compliance. Since the group is a full service provider, she’ll assist with conducting annual audits of eligibility, quarterly claims reviews, eligibility updates, and spousal audits.
“We’re thrilled to welcome Jackie to our group. Her impressive experience delivering exceptional service to her previous employers’ clients made it a no-brainer to hire her. She understands the power of delivering consistently superior service. Our clients have enough to worry about; they don’t need to add employee benefits to the list. With support like Jackie’s, we will be able to expand our service to our clients as we help them with everything from completing insurance applications through analyzing their results,” explained Ben Katz, Partner, and Director of Employee Benefits Division.
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 seventy-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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