For the following questions: | Please contact: |
General questions or to be directed according to your need | Client Servicing: Gresina Cole; Jenny Barthel; Lynall Malecha; Mary Schubbe; Chris Kuhn; Haley Jochum; Tiara Elg; Beverly DeWitte |
Account Servicing: making deposits or withdrawals; cash availability; address changes | Client Servicing: Gresina Cole; Jenny Barthel; Lynall Malecha; Mary Schubbe; Chris Kuhn; Haley Jochum; Tiara Elg; Beverly DeWitte |
Account Management & New Accounts: opening a new account; making initial deposits; transfers between accounts; online account access and/or eDelivery registration; Investment Policy Statements; Asset Management Agreements | Client Servicing: Gresina Cole; Jenny Barthel; Lynall Malecha; Mary Schubbe; Chris Kuhn; Haley Jochum; Tiara Elg; Beverly DeWitte |
ACP account assistance and grant requests | Gresina Cole |
Media/PR inquiries | Chief Marketing & Communications Officer Kelly Irvine |
New client inquiries and requirements | Principals: Greg Carlson; Jeff Carlson; Justin Stets |
Questions during CCM Planning Process; new client inventory and questionnaires; scheduling meetings; meeting details | Executive Assistant Ginger Church (who will connect you with your Primary Advisor) |
Refer family or friends to CCM | Principals: Greg Carlson; Jeff Carlson; Justin Stets or your Primary Advisor at CCM |
RMDs (Required Minimum Distributions from IRA accounts) | Client Servicing Representative Mary Schubbe |
Tax Compliance/Annual Filing, CCM Tax & Trust Administration | CCM Tax & Trust Tax Administrator Bonnie Anderson Rons |