Loretta Long

Client Service Specialist/Operations Manager

Loretta is the utility player on the team! She is responsible for asset transfers, processing new business, assisting clients in preparing paperwork, and working with clients on any service related issues. Along with these responsibilities, Loretta also manages every aspect of the office including creating/revising all marketing material, the monthly newsletter and accounting. Loretta has been a major asset to Safeguard since 2001.

Julie Scott

Client Relations Specialist

Julie is one of the friendly voices you hear when calling into the office. Her main responsibilities include scheduling appointments, making confirmation calls, coordinating events, and assisting in numerous other client related projects. Julie has complimented the Safeguard team since 2002 with her passion for assisting our clients.

Teri Hilario

Administrative Assistant

Teri is the first friendly person you meet when you visit our Corona office. She is responsible for handling incoming calls and providing assistance to the staff. She helps out where needed from client events to shopping for office supplies. Teri has been part of the team since 2003.

Kimberly Meyers

Client Relations Specialist

Kimberly is our newest team member to join Safeguard as of July 2011. She brings a vast array of knowledge and experience. Kimberly’s responsibilities include: Managing the Northern California office, coordinating workshops, ongoing client relations, client account maintenance and appointments.