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View More Press Releases by Efficient Advisors

Press Release

Efficient Advisors Bolsters Advisor Service Offering: New Hires to Focus on Advisor Back Office Experience.

Issued by Efficient Advisors

Sept. 22, 2020

Philadelphia, PA (September 22, 2020) – Efficient Advisors (“EA”) is thrilled to announce the
expansion of its operations division. On the heels of its merger with Evidence Based Advisors,
EA has made key hires in the operations department to focus on strengthening service to
advisors and their clients.

“We aim to be a seamless extension of an advisor’s back office so they can focus their time and
effort on why they actually got into the business – to build quality relationships and work with
clients to meet their goals,” said Sabrina Williams, Chief Operating Officer. “The experience and
exceptional quality of these additions to the team position EA to do just that.”
Within the last 30 days, EA has increased the department by four full-time employees. The new
hires include:

  • Erik Raffel – Transition Team Lead
    Erik Raffel has been in the financial industry for 5 years. With his previous firm, Erik was the Investment Services Specialist Team Lead and worked closely with advisors and their staff. Erik has a true passion to assist advisors by making the transition to new custodians as seamless as possible.
  • Dana Klepacz – Advisor Success Associate
    Dana Klepacz has a Communications degree from Sinclair Community College and has been working in the financial industry for the past 8 years. Previously, she worked as a Client Protection Specialist, keeping clients’ accounts free from fraudulent activity, along with overseeing the day-to-day account maintenance.
  • Ashley Martin – Advisor Success Associate
    Ashley Martin has over 7 years of experience in the investment service industry. Prior to EA, she was a 401(k) Specialist for a large investment firm and worked directly with employees to manage their 401(k) accounts. Ashley also was an Investment Service Specialist, where she organized the day-to-day operations and worked directly with advisors to service their clients’ accounts.  
  • Liam Steinberg – Advisor Success Associate
    Liam Steinberg has been in the industry for 5 years and has a lot of experience working with the EA team. Liam has a business degree from the University of Dayton and is currently working towards his MBA at Xavier University.   

With these hires, EA continues its goal to be hyper focused on ‘being of service, always’ which
will allow advisors to maintain focus on the needs of their existing and prospective clients. All
four hires will report to Sabrina Williams, Chief Operating Officer.
 

View More Press Releases by Efficient Advisors


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