Uncategorized

The Financial Services Network Welcomes Tim Baumert VP of Portfolio Consulting Services

The Financial Services Network is thrilled to announce that Tim Baumert has joined their Portfolio Consulting team as VP, of Portfolio Consulting (PC) services. Baumert has nearly three decades of experience as an investment officer with two pension funds – Oregon State, CalSTRS, and senior-level positions at firms such as BlackRock and State Street. As […]

Time to Celebrate! The Network Anniversaries – October 2021

This October, we’re celebrating the anniversary of Karina Sierra from Business Transitions and Debbie McKenzie from our Virtual Admin team. They both joined The Network in 2018 and reflected on their third year with us. Moving at the speed of light while managing countless details, Karina enjoys the challenge of helping advisors transition their books […]

Time to Celebrate! The Network Anniversaries – September 2021

This month at The Network, we’re celebrating two colleagues, Lauren Abais from Compliance and Patrick Leiker from our Business Transitions team. Patrick celebrated his first anniversary, and Lauren just hit her fifth! Lauren is the Compliance team’s Administrative Associate. Before she joined TFSN, she worked in Advertising Review at LPL Financial. “I had heard a […]

Preparation is The Key

You can’t listen to the news today without being struck by the important of preparation, both personally and professionally. Here’s the top five insights our Business Consulting team has shared with Advisors this month: Disasters are Likely; Planning is Essential Natural and man-made disasters are infrequent but always potentially devastating. Wildfires, pandemics, earthquakes, floods, or […]

Time to Celebrate! The Network Anniversaries

This month, we’ve got an extra exciting anniversary to acknowledge: Tammie Barsocchini, our Chief Financial Officer and Vice President of Business Transitions, is celebrating her 30th year with The Network! Starting with us as an administrative assistant, she’s grown from admin to VP, and remains an integral part of each element of our company. We […]