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.