At Safeguard Investment, our focus is YOU.
At Safeguard Investment Advisory Group, you’ll not only work with a personal investment advisor, you’ll also have the entire team working on your behalf. Our office staff is available to help take care of our clients. Loretta, Julie, Valerie, James, Pamela, Teri, Crystal and Kathy will help you with anything you may need.
Compliance Administrator and Operations Supervisor/Client Service Specialist
James Murray is one of the strongest members of our team. James holds California Life-Only Accident and Health licenses (#0F77176). James is responsible for helping with asset transfers, processing new business, assisting clients in preparing retirement paperwork and any other service-related issue. James also supervises the Compliance Department and oversees all operations. James is an incredible asset to our growing team here at Safeguard Investment Advisory Group.
Client Service Specialist/Operations Manager
Loretta is the utility player on the team! She helps with asset transfers, processes new business, assists clients in preparing paperwork and helps clients with any service related issues. Along with these responsibilities, Loretta also manages every aspect of the office including accounting, and the monthly newsletter. Loretta has been a major asset to Safeguard Investment Advisory Group since 2001.
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 been a part of the Safeguard team since 2002.
Teri is the Assistant to our Operations Team. Always kind and cheerful, Teri assists in any area needed. Our office is very busy and her job is to help provide the best service to our team with new business as well as assisting our clients. Teri has been with Safeguard since 2005.
Pamela joined Safeguard in 2014. Her vast digital and traditional marketing background allows her to effectively plan and execute our events, and manage all aspects of marketing, including but not limited to: website management; social media marketing, public relations, advertising and assisting with lead generation.
Valerie Van Wieren
Client Relations Specialist
Valerie joined Safeguard Investment Advisory Group in 2015 bringing the firm her vast knowledge & experience in insurance and business operations. She manages the Roseville, CA office and proactively ensures the smooth day to day operations of the office.
Crystal joined our team in 2015 and is the first friendly face you’ll see when visiting our Corona office. She handles incoming calls and provides assistance to our clients and staff. From office errands to client events, Crystal helps out in any way needed.
Debbie Carter oversees the day to day operations of our Oxnard office. Debbie does it all! From running the office, to workshops and client relations, she works diligently to insure the client is taken care of.
Debbie has been a part of the Safeguard team since 2014.
Kathy is in charge of client relations and administrative support for our Santa Barbara office. Working with the team since 2011, she handles the day to day operations, including workshops, phone calls, client requests and meetings. Kathy makes sure that the office runs smoothly and is always available to meet the needs of our clients.