Client Services

KEVIN HARBACK, BS (Finance) is a registered representative and provides fee-based investment advice for individuals and businesses.  He prioritizes and provides timely and appropriate recommendations concerning investments, insurance, retirement and estate planning strategies.  Kevin also works in Client Services to research and  assist with all managed and non-managed accounts. Kevin can be reached Monday through Friday, 9:00 a.m. through 4:00 p.m.

KEVIN HARBACK, BS (Finance) is a registered representative and provides fee-based investment advice for individuals and businesses.  He prioritizes and provides timely and appropriate recommendations concerning investments, insurance, retirement and estate planning strategies.  Kevin also works in Client Services to research and  assist with all managed and non-managed accounts. Kevin can be reached Monday through Friday, 9:00 a.m. through 4:00 p.m.

GINGER WARD is a Licensed Administrative Assistant and is our Client Services Manager.  She handles  all client operational functions relating to new and existing accounts, researches and troubleshoots  account information, and  reviews and maintains  Managed Account Programs (MAP). Ginger is available Monday through Friday, 9:00 a.m. through 4:00 p.m.

GINGER WARD is a Licensed Administrative Assistant and is our Client Services Manager.  She handles  all client operational functions relating to new and existing accounts, researches and troubleshoots  account information, and  reviews and maintains  Managed Account Programs (MAP). Ginger is available Monday through Friday, 9:00 a.m. through 4:00 p.m.


Office Administration

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.

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.

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.


Securities and investment advisory services offered through NATIONAL PLANNING CORP. Member FINRA/SIPC, a Registered Investment Advisor.  Ostrofe Financial Consultants, Inc. and NPC are seperate and unrelated companies.  See "Home Page" for full disclosure statement.