A Unique Team
A major determining factor in your ability to work toward your goals, is getting the proper advice. We have been very selective in building our team, and are very proud of the diversity of experience and education that we bring to the table to help you move closer to your goals.
Sandra Bruner is the Operations Manager for James Hendries, LPL Financial Advisor, Huntington Beach. Jim and Sandra have worked together for the past 11 years. She is the calm voice that answers our phones and adeptly handles all service-related questions or concerns. Sandra processes all client orders and manages transfer paper-work in a timely and concise manner and is Jim’s right hand. Sandra is married and has six grown children and four grandchildren. She is an avid USC football fan and attends games with her husband often.
Dawn Bennett is the Client Relations Manager for James Hendries, LPL Financial Advisor, Huntington Beach. She spends most of her time speaking with clients and friends. Keeping in-touch is her main focus. She cares about everyone with whom she comes in contact. Dawn spent 6 years as Jim’s Administrative Assistant before transitioning to her current position. She and her husband Charles have three children and two dogs. Dawn is active in her Church and enjoys singing in a choir on weekends.
Elizabeth “Beth” Kroll is the Administrative Assistant for James Hendries, LPL Financial Advisor, Huntington Beach. Beth ensures data integrity by maintaining our Client Relationship Management database on a daily basis. She also sends out all our communications and reports in a timely manner. Beth keeps us all on task and organizes our weekly staff meetings. She is married with two grown children and has two grandchildren. Beth and her husband spend most weekends at their cabin in Lake Arrowhead.