Page 11 - Poljak Group Brochure

Joseph P. Fell
WEALTH MANAGEMENT ASSOCIATE
t Interacts with clients concerning the group’s business relationships and administrative services
t Assists with implementing business development strategies t Assists corporate clients and their employees with ongoing
servicing and oversight of retirement plans
t M.B.A., Louisiana State University-Shreveport
t Bachelor’s degree in construction management, minor in technical sales and business administration, Louisiana State University
John W. Simpson
FINANCIAL ADVISOR
t Works closely with new clients to help ensure a smooth and timely transition of assets
t Collaborates with the group to help resolve all questions and concerns in a timely manner
t Focuses on providing exceptional client service, ensuring that every client is our highest priority
t Bachelor’s degree in business administration, Louisiana State University-Shreveport
Ryan L. Yarbrough
REGISTERED ASSOCIATE
t Coordinates the Poljak Group’s local philanthropic initiatives t Implements the group’s marketing strategies
t Plans and executes client events
t Bachelor’s degree in business administration and marketing, minor in biology, Northwestern State University
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