People Moves

Who's Moving Where In Wealth Management? – Raymond James, Taiber Kosmala, Millennium Trust Company

Editorial Staff August 31, 2022

Who's Moving Where In Wealth Management? – Raymond James, Taiber Kosmala, Millennium Trust Company

The latest wealth management moves in North America.

Raymond Jamwa
Raymond James has welcomed financial advisors Samuel Bates, Darin Frandsen and Adam Fluckiger its independent advisor channel in Saint George, Utah.

Together the advisors form North Rim Financial Group and are joined by client service managers Sara Bingham, Tabatha Ghramm, Michele Platt and Sheri Hamilton.

The team provides sophisticated wealth management to clients, which include business owners, families, individuals with sudden wealth, pre-retirees and retirees.
They previously managed more than $250 million in client assets at Edward Jones.

Prior to beginning his career in the financial services industry in 2011 with Edward Jones, Bates worked in banking and business development. 

A Utah native, Frandsen was a financial advisor with Edward Jones for 14 years and held several leadership positions including field trainer, level leader and performance leader. 

Also hailing from Utah, Fluckiger began his career in financial services at Edward Jones in 2011. 

Taiber Kosmala and Associates
Taiber Kosmala and Associates, an independent investment consulting firm advising more than $11 billion in client assets, has appointed Dan Pazar as executive vice president and senior member of the investment committee. 

Pazar’s consulting and research experience covers tactical and strategic asset allocation research, manager due diligence, risk budgeting, and capital markets research.

Prior to joining Taiber Kosmala & Associates, Pazar was a senior-level investment professional at Lowery Asset Consulting, now a part of BDO USA. 

Pazar has worked in investment consulting for more than 15 years. He holds a BS in finance from the University of Illinois at Chicago, the CFA designation, and is a member of the CFA Institute and the CFA Society of Chicago. Additionally, he volunteers for One Million Degrees, teaching financial literacy to underserved communities.

Millennium Trust Company
Millennium Trust Company, an Illinois-based provider of retirement, custodial, and consumer-directed benefit services, has appointed Michelle Spellerberg as its chief marketing officer.

Spellerberg spent more than eight years with Alliant, a nationwide digital credit union, where she was vice president and CMO.

Prior to Alliant, she was the CMO at Sikich, a technology-enabled professional services firm and, prior to that, a senior director of emerging media solutions with, a global talent marketplace.

Millennium Trust holds more than $47 billion in assets. 

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