565 Brunswick Rd. Ste. 15 Grass Valley, CA 95945 888-711-6729
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.
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.