Director of Operations
Mikki joined HCR in 1999 and has 31 years of experience in the financial services industry. She prepares the firm each day with downloads from the previous day’s market activity and prepares documentation for new client acquisitions and any new accounts or documentation needed for existing clients. She manages the portfolio software for the firm, processes the quarterly billing, processes the required minimum distributions for the year, maintains the server integrity with back-ups, and manages client inquiries. Mikki is detail oriented, accurate and timely while always putting the client first. Prior to joining HCR, Mikki worked at Great Western Bank for ten years.
In a society that profits from self-doubt, liking yourself is a rebellious act!
Important Career Moment
Accepting this position was my most important career moment. Working here for 20 years has taught me so much about people. We get to be here for our client’s in both the best and hardest moments of their lives. It makes what we do mean so much more than only helping secure strong financial futures
Awards & Causes
American Cancer Society, St. Jude’s Children’s Hospital, Los Angeles Mission, Mercy for Animals
Arts & Entertainment
Books: The Earth Children’s Series by Jean M. Auel
Movies: Shawshank Redemption
Shows: anything human nature related
Camping, gardening, hanging out with my Grandnephew, going to movies, time with friends