Support staff often play an unrecognized yet vital role in a business’s success. In many ways, they are the mortar that holds all the bricks together. At Whitcomb & Hess, we understand their value and would like to introduce to you to two of our Investment Team members who contribute greatly to our organization.
Tammy Higgins, Client Service Specialist, serves as a primary point of contact with investment clients. She helps them with account changes, information requests, and cash withdrawal needs, along with many other tasks. Our four investment advisors truly appreciate her expertise with meeting preparation and follow up. Tammy joined the firm in 2015 after 10 years in local banking. She holds several certifications – a FINRA Series 65 license, State of Ohio Accident & Health, Life, Variable Annuities Insurance license, and earned her Bachelor’s degree from Ashland University.
Jerod Daniel, Operations and Compliance Coordinator, ensures that we comply with our industry’s strict fiduciary policies, procedures and best practices. He also monitors several of the firm’s back office systems that keep everyone working in a smooth and efficient manner. The firm relies heavily on his attention to detail and conscientious approach to his work. Jerod has been with the firm since 2012 after many years in banking. He completed his Associate’s degree in Business Administration from North Central State College in Mansfield.
When not at work, you may find Tammy singing with the Ashland Area Chorus and Jerod jogging around Ashland.