Administrative Support

Jane Burch is the Administrative Assistant with Alderfer Bergen & Co. Her responsibilities include opening new accounts, coordinating communication with outside investment companies, processing all incoming customer transfer requests, scheduling appointments, processing required minimum distributions from retirement accounts, preparing necessary reports for client reviews as well as helping clients with administrative questions and concerns.

Prior to joining Alderfer Bergen & Co. in the 2002, Jane worked as an Administrative Assistant with another financial firm for 6 years.  Outside of the office, Jane enjoys spending time with her family, which includes her daughter, Amy and son in law Kevin, and her cat Sophie. Jane also enjoys gardening, watching sports, bunko, reading and attending Warsaw Community Church.