Recognizing Exemplary Commitment at PlanMember Financial
PlanMember Financial Corporation proudly highlights the remarkable achievements of two dedicated employees from Old Dominion Insurance & Investments, one of its financial centers. Their recent recognition serves as a testament to their contributions to the nation. Lisa Baker, the office manager and compliance manager, has been honored by earning the rank of Commander (O-5) in the Navy Reserve. This noteworthy achievement showcases her commitment not only to her profession but also to serving her country.
Honoring Support with the Patriot Award
At a recent ceremony, Bruce Allen, President of Old Dominion, was awarded the Patriot Award for his unwavering support of Lisa's military career. This award is a prestigious acknowledgment bestowed by the Employer Support of the Guard and Reserve (ESGR), an initiative of the Department of Defense. It highlights businesses that provide assistance to their employees who serve in the military, including flexible work schedules and essential support during deployment.
Lisa Baker’s Exemplary Service
With over 31 years of combined active duty and reserve service in the Navy, Lisa Baker exemplifies the spirit of dedication and leadership. For the past decade, she has worked alongside Bruce at Old Dominion, where her expertise extends to managing compliance and educating clients about Medicare. Her needs-based approach helps clients navigate their coverage options effectively.
Leadership Message from PlanMember’s President
“We are incredibly proud of both Lisa and Bruce,” stated Jon Ziehl, President and CEO of PlanMember. Their dedication to their clients, coupled with their service to our nation, truly embodies the values we hold dear as an organization.” Their commitment not only inspires their immediate colleagues but also resonates with the broader community.
Diversified Services at PlanMember Financial
PlanMember Financial Corporation has been a leader in providing retirement planning and administrative services for more than thirty years. The organization serves both public and private sector clients, ensuring they have access to a wide range of investment programs tailored to fit their needs. With headquarters located in Carpinteria, California, PlanMember focuses on personalized service and innovative solutions to meet the diverse needs of its clients.
Commitment Beyond Financial Services
The goal of PlanMember is not only to offer quality financial services but also to nurture a work environment that supports employees in achieving their personal and professional goals. This commitment to employee welfare is reflected in initiatives that promote work-life balance and professional development. Together, these elements fortify PlanMember’s standing as an employer of choice in the financial sector.
Frequently Asked Questions
Who are the employees recognized by PlanMember?
Lisa Baker and Bruce Allen from Old Dominion Insurance & Investments were recently recognized for their contributions to their country.
What is the Patriot Award?
The Patriot Award is issued by the Employer Support of the Guard and Reserve (ESGR) to honor employers who support their employees in the military.
How long has Lisa Baker served in the Navy?
Lisa Baker has over 31 years of combined active duty and reserve service in the United States Navy.
What role does Bruce Allen hold at Old Dominion?
Bruce Allen serves as the President of Old Dominion Insurance & Investments, providing leadership and support to his team.
What services does PlanMember Financial provide?
PlanMember Financial offers personalized retirement planning and administrative services to its clients, emphasizing a broad selection of investment programs.
