420 Sierra College Drive, Suite 200 Grass Valley, CA 95945 • 800-399-5489
PATTY LUM is our Office Manager, whose responsibilities include scheduling appointments for introductions and all of OFC, Inc.’s clients. She edits and transcribes general correspondence, including press releases, monthly newspaper articles and staff meeting minutes. She also maintains current compliance and continuing education requirements with our broker/dealer and the SEC, organizes private and public symposia, is directly responsible for client billing and mails informational packets to prospective clients. Patty is available Monday through Friday, 9:00 a.m. through 2:00 p.m.
SABINE OSTROFE, Vice President and Co-owner, provides supervisory assistance over the different positions at OFC, Inc. She is responsible for overseeing accurate bookkeeping, adequate staffing, marketing and general back-office support.