At Workman & Associates we pride ourselves in our highly dedicated and knowledgeable staff. Get to know the friendly faces you see around the office here!
LPL Registered Principal – firstname.lastname@example.org David Workman, AIF®, LPL Registered Principal, is an experienced investment professional and has worked out of his Logansport office since 1988. A unique aspect of Workman & Associates is its local ownership. Dave has long-standing relationships with some of the world’s premier money managers giving him critical insight to help … Continue reading David J. Workman, AIF®
Operations Manager & Administrative Associate – email@example.com Tonya had experience in the life insurance industry for over 20 years prior to coming to Workman and Associates. She has been with us for over 10 years. As the office manager, Tonya oversees office procedures and works with clients whose last name starts with M-Z. She especially enjoys … Continue reading Tonya Weaver
Administrative Associate – firstname.lastname@example.org Lynne has worked in the insurance industry and administrative support in the educational field before joining Workman & Associates in 2011. Her duties include servicing and supporting all clients whose last name starts with A through L. She, too, is a lifelong resident of Cass County and is married to Mark Moor. … Continue reading Lynne Moor
Administrative Associate – email@example.com Shannon has had a wide variety of customer service positions over her career prior to joining Workman & Associates in 2012. Her duties are servicing retirement plans by helping plan participants with their retirement plan distributions, name changes, loans, etc. She enjoys helping answer the wide variety of questions participant’s often … Continue reading Shannon Thurman
Marketing Associate/ Administrative Associate – firstname.lastname@example.org Sharon’s experience has been mainly in the healthcare field as an administrative assistant and medical language specialist/transcriptionist both in a hospital setting and as an independent contractor working from home before starting in 2014 at Workman & Associates. Sharon oversees the front office and is first contact for clients/visitors. … Continue reading Sharon Musselman