Company's 401(k) Plan.
Luann Wallick has been a member of the Smart Investor team since the firm’s inception. Luann is currently a Client Service Representative for the Asset Management department within the firm. As Client Service Representative, Luann is responsible for the establishment and maintenance of client accounts. She serves as a liaison with the various custodians used by Smart Investor.
Luann also assists the Portfolio Manager with daily posting and account reconciliation. She also enters trades provided by the Portfolio Manager. On a quarterly basis, Luann assists with the preparation and dissemination of the quarterly reports.
Luann began her career in the financial services industry in 1978 where she was office manager for a local investment firm in Chico, California. After moving to the Sacramento area, she worked with several investment management firms, one of which included many of the current clients of Smart Investor. This has allowed Luann to gain familiarity and build a rapport with many Smart Investor clients while ensuring a high standard of administration. Her goal is to reflect the firm’s philosophy that “our clients come first”.
Luann currently lives in Roseville where she enjoys spending time with her two sons and family.