Tary Sipe serves as the Senior Operations Assistant. She assists in securities trading, coordinating and confirming the investment of client accounts, as well as a number of other operations-related activities. Tary is also responsible for securities activity reporting and conducting historical research on each client's individual accounts in order to provide a reconciliation and summary of accounts to our clients. Her “OCD” (Overly Critical of Details), is very helpful in this detailed oriented position. In addition, Tary puts the finishing touches on the Investment Policy Statements. She is married to her best friend, Mike, who she believes God brought them together. She has two sons Nik & Jarrod, a step-son Sean and step-daughter Taylor, who have all turned into great adults. She has 3 grandchildren and 4 step-grandchildren, who are the “most adorable & best grandchildren anywhere,” but she may be just a little prejudiced. She enjoys sewing, painting, stained glass, making jewelry and just about anything having to do with arts and crafts. As with Dea, her sister, life revolves around our family.