Operations

Jake supports the Director of Finance and maintains billing and revenue records. Prior to joining Fiducient Advisors in 2021, he was an administrative associate with Perkins & Will. Jake earned a Bachelor of Business Administration degree from the University of Wisconsin – Whitewater. In his free time, Jake enjoys working with dogs as a trainer and pet caregiver. He keeps active through Chicago Recreational Basketball Leagues and 10K runs. Jake also closely follows the NBA and loves traveling.

Deb is responsible for responding to Request for Proposals as well as overall marketing support. Prior to joining the firm in 2020, Deb pursued various marketing and compliance opportunities, including as a legal analyst with Allmerica Financial and event planner for Gold, Orluk & Partners LLC. She graduated from Middlebury College with a dual BA in English and Spanish. In her free time, Deb enjoys watching English Premier League soccer (especially Manchester United) and spending time with her three sons.

Sierra supports the firm’s operations and compliance department. She assists with legal operations, the creation and maintenance of the contracts process and compliance projects. Prior to joining the firm in 2021, Sierra was a Paralegal for Crane and Norcross, LLC. She earned double BA degrees in political science and legal studies from the University of Wisconsin (Madison). In her free time, Sierra enjoys baking, reading adventure mystery books, travel, swimming laps and exploring Chicago.

Sophie is responsible for assisting with the firm’s talent acquisition, payroll, and HRIS administration, as well as administrative support and coordination. Prior to joining the firm in 2022, she was an HRIS Intern for La-Z-Boy. Sophie graduated from Michigan State University with a BA degree in human capital and society. In her free time, Sophie enjoys reading, playing tennis and golf, spending time with family and friends and traveling.

Carol ensures the Connecticut, Illinois, DC and Massachusetts office operations run efficiently to create a positive workplace experience for firm Associates. She additionally provides firm Partners and Directors with administrative support and assistance. Carol joined Fiduciary Investment Advisors, LLC in 2016, which combined with Fiducient Advisors in 2020.

Prior to joining the firm, she served as the Complex Administrative Manager of UBS Financial Services for the Central New England Region. Carol is certified in Executive Secretarial Science by the Morse School of Business. Her personal interests include spending time with family, gardening and enjoying her summer home.

Elaine is the Windsor, Connecticut office receptionist providing positive first and ongoing impressions to visitors and callers. Elaine is our first line of acceptance for mail and deliveries and helps organize and preserve the office culture. She is also in charge of the phone system and guidance for all incoming calls to the office, as well as answering general questions when appropriate. Elaine joined Fiduciary Investment Advisors, LLC in 2019, which combined with Fiducient Advisors in 2020.

Her past work experience includes serving as an Office Assistant at the Connecticut State Police Union. Elaine earned an associate degree from Manchester Community College. In her free time, she enjoys fitness classes and spending time with her three children, family and friends.