Sally joined Asset Management Group in December 2000 as a LPL Registered Administrative Assistant to John Roney and Dick Donner. She is responsible for coordinating all aspects of Mr. Roney’s and Mr. Donner’s practices and is often the main contact person for client needs on a daily basis. She maintains FINRA Series 6 and 63 security registrations through LPL Financial and is a Notary Public.
Sally’s daily responsibilities include:
If you have any questions regarding your account or would like to set up an appointment with John Roney, Dick Donner, Devin Potter or Matt Donner, please contact Sally at 530.342.2900 or via e-mail at firstname.lastname@example.org.