Administrative Team
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| Shazelle Cephas | ||||
| Shazelle Cephas has been with Lowe fs since 2006 and is responsible for the day to day administrative activities. Shazelle will usually be the bright voice answering the phone when you call. She is here to help schedule your review meetings, answer your questions and direct you to the person who can best serve your needs. If you have an address change, need to update a phone number or email address just let her know. |  |
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| Jody Braun | ||||
| Jody Braun has been with Lowe fs since 1998. She works closely with Gregory on compliance and regulatory issues to ensure our processes are compliant with all regulations and that all of our filings are kept current. Jody is responsible for keeping the firms books and processing our billings. She assists with our technology support department making sure our phone lines and data systems operate consistently. |  |
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| Renee Dickerson | ||||
| Renee Dickerson joined Lowe fs in 2006 and makes sure all new client accounts are opened, assets transfer smoothly, distributions are processed, systematic investments are established and beneficiaries are kept up-to-date. If you have a bank account change or need to update your beneficiaries, Renee would be glad to assist you. She also processes all client trades on the instruction of Harold, Gregory and David, making sure that our strategies are implemented in your accounts. Finally, Renee enters the initial data into our Financial Planning system and keeps it up-to-date. |  |
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| Rick Nightingale | ||||
| Our Data Management Specialist, Rick Nightingale, has been with the firm since 2009. Rick makes sure that the data you receive in your reports is accurate and complete. Additionally, he oversees our client website portal called KeepTrack including user names and passwords. All of our data storage and electronic client files are kept up-to-date by Rick so that all of the planners have current information and data allowing them to provide current and comprehensive advice. |  |
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