Quartz Financial Announces New Operations Manager

Austin, Texas (PRWEB) November 15, 2007 -- Quartz Financial, an investment planning and wealth management firm founded on the philosophy of providing clear and cost-effective investment management and financial planning strategies with transparent implementation, announced today that Lori Dumas has joined the firm as Operations Manager.

"Lori has proven to be a valuable team member for many years. Her experience and dedication to our team and our clients is a key component of our firm", said Managing Partner, David Rust. Lori Dumas, a Registered Paraplanner, was previously with JPMorgan's Asset and Wealth Management group in Austin, Texas where she was responsible for the investment operations for the Private Client Services division. Ms. Dumas' career spans over 11 years with major investment firms and private banks.

One of the primary responsibilities for the Operations Manager at Quartz Financial is the financial concierge services to the Firm's wealth management clients. "Our clients' financial situations can be quite complex and they value an experienced guide. Our Firm is committed to first-class client service in all aspects of our client engagements and operational efficiency is the foundation of this commitment." said Shane Moore, Managing Partner.

About Quartz Financial    

Quartz Financial provides comprehensive wealth management services to business owners, executives, professionals, physicians, retirees, and other successful clients. The Firm utilizes a team approach in analyzing and planning a client's investment portfolio, estate plan, cash flow, and retirement. In addition to affluent client services, Quartz provides investment consulting for foundations, endowments, and corporate 401k plans.

Quartz Financial is located in Triton Plaza west of Capital of Texas Highway at 7035 Bee Cave Rd, Suite 101. Office hours are 8:00am - 5:00pm, Monday through Friday, and by appointment. For additional information about Quartz Financial, visit www.QuartzFinancial.com.

Media Contact:    

Patti D. Hill

BlabberMouth PR

512.218.0401

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