Customer service and communication is serious business at Foremost.
Relationships and knowledge matter in all phases of the portfolio diversification and investment process. Meet our administrative team!
Customer Service and New Account ManagerJoni@ForemostCM.com
630-485-2100 Ext. 599
As one of our administrative experts, Joni specializes in account logistics and clearing-firm relationship management. Joni brings organization and patience to a new level. Joni and our Investment Specialists patiently guide customers through the account opening process. Joni’s solid relationships at all of our clearing firms mean that questions get to the right person the first time. A call to or from Joni quickly reassures you that you are in good hands. Joni knows the forms needed, the person to connect with, and the clearing firm portals back and forth.
Prior to Foremost, she provided accounting services for 12 years at a local trucking company. Additionally, she has five years experience in restaurant management and a B.S. in Education from Illinois State University.
Communication and Compliance ManagerGayle@ForemostCM.com
630-485-2100 Ext. 596
Compliance and regulations are an everyday reality at Foremost.
There is both day-to-day compliances as well as pillars of a solid compliance program. Many firms have separate departments for communication and compliance. Foremost removed the delay and the red tape by removing the separateness. Gayle works with Foremost and Investment Specialists to produce clear, accurate, and compliant communications as well as organizes compliance program requirements for the firm.
Prior to Foremost, she worked as an Associate Dean at Elgin Community College and as a senior project manager and writer for Motorola. She has a B.A. in philosophy, a M.A. in Secondary Education, and a M.A. in History.
630-485-2100 Ext. 595
As a lover of the arts, Karli is passionate about finding beauty in all things. At Foremost, she uses her background in writing, graphic design, and photography to contribute to the marketing department.
Karli graduated summa cum laude from Bethel College, IN with a B.A. in Humanities—English, literature, philosophy—and a B.A. in Liberal Studies—worship arts and education. She has since pursued graduate-level work in writing and editing as well as obtained her TEFL certification to Teach English as a Foreign Language from the International TEFL Academy.
In her spare time, you can find Karli songwriting, photographing newborns/families, exploring new coffee shops, and serving the local community and world.