For Clients - Virtual Financial Advisor for Business Owners - Certified Financial Planner™ - Investments & Financial Planning

WHO TO CONTACT
Go
TEAM CONTACT INFO
GO
ONLINE PORTALS
GO
WHO TO CONTACT
Caleb Huftalin, CFP®
Advice
Planning
Strategic decisions
Investment related questions

CONTACT INFO
Lindsey Jury
Bank information / EFT / Checks
Contribution instructions
Distribution requests
Statements & tax forms
(please copy Caleb too)
CONTACT INFO
Lauren Duncan
Account-related paperwork
Physical checks
Address changes

(please copy Caleb too)
CONTACT INFO
Mark Sauve
401(k) plan service and support
401(k) participant enrollment and planning

CONTACT INFO
CONTACT INFO

Caleb Huftalin, CFP®
Director of Wealth Planning
480.779.7239

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Lindsey Jury
Client Process Manager
480.389.6480
(please copy Caleb on any email communication)
SEND EMAIL
Lauren Duncan
Operations Manager
678.679.6950
(please copy Caleb on any email communication)
SEND EMAIL
Mark Sauve
Financial Planner
480.331.2124

SEND EMAIL
ONLINE PORTALS
Ridgeline Orion Investment Dashboard
Login.OrionAdvisor.com
Performance
Holdings
TD Statements & TD Tax Forms
FAQs
Custodian (TD Ameritrade Institutional)
AdvisorClient.com
Trade Confirmations
Distribution Confirmations/Alerts
FAQs
Performance Dashboard FAQs
How do I register?
Visit Login.OrionAdvisor.com and click "Create Login."

Who do I contact for other Orion related operational questions?
L indsey will be glad to help you.
Custodian FAQs
How do I register?
Visit AdvisorClient.com and click "Set up my profile"

Who do I contact for other TD related operational questions?
L indsey will be glad to help you.