Client Relationships

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Janet S. Edwards

Janet S. Edwards

Manager of Client Relations
janet@reed-financial.com

Janet Edwards, Certified Wealth Strategist® is our multi-talented Manager of Client Relations who’s passionate about taking on new challenges, building relationships with clients and supporting them in all areas of their needs. She applies professional insight and attention-to-detail to implement our clients’ financial plans which often involves researching and acting as liaison with outside providers in working with topics such as education planning, charitable endeavors, retirement, cash flow and insurance. It is her goal for all clients to know that a knowledgeable, friendly contact is only a phone call away.

She uses her strong organizational skills to ensure encourage staff communication and timely completion of actions items to maintain desired customer service levels. She continually looks for opportunities to keep us moving forward and to further enhance client satisfaction. Janet also enjoys working on our marketing efforts including coordination of our newsletters, social media posts and website updates.

Janet came to Reed in 2012 with over 13 years of industry experience in client relations, marketing and compliance roles. She has always enjoyed listening to her customers’ needs and helping them achieve their goals.

Janet holds a Bachelor of Science in Business Administration from Miami University and is Series 7 securities licensed. In her free time, Janet enjoys spending time with her family and dogs. Additionally, Janet is an avid recreational sports enthusiast who enjoys triathlons, mountain biking, running, skiing and pretty much anything else that keeps her outside! .

Check the background of this investment professional on FINRA's BrokerCheck.

 

Amanda Hyland

Amanda Hyland

Client Relations Associate
amanda@reed-financial.com

Amanda Hyland joined Reed Financial Services in 2016 as our Client Relations Associate and is responsible for providing comprehensive and attentive service to clients.

Amanda brings over eight years of financial industry experience and works directly with clients and our advisers to ensure an optimal client experience while assisting with new business, client service needs, distribution requests and any necessary paperwork. Her goal is to provide clients with a high level of support on a timely basis as questions and needs arise.

Amanda earned a Bachelor of Arts and Science degree from Kent State University and holds a license with the Ohio Department of Insurance, Major Lines.

Amanda also enjoys spending time with her husband, daughter and bulldog. Amanda is also an avid Cleveland sports fan and enjoys going to games and experiencing all that Cleveland has to offer, especially the sports, restaurants and community events.

 

Michelle Hohlbaugh

Michelle Hohlbaugh

Senior Executive Assistant
michelle@reed-financial.com

Michelle Hohlbaugh has been the Senior Executive Assistant at Reed Financial Services since 1999. She is a very self-motivated individual who enjoys the variety and challenges of projects that comes from working in a company that puts its client’s needs and desires first.

Michelle came to Reed from Galt Enterprises where she worked as an Administration Assistant/Legal Assistant. As Senior Executive Assistant, Michelle provides support for Jim and Amanda by keeping them organized with, coordinating appointments, handling IT issues, and creating estate summaries. She especially enjoys conducting special projects such as planning client events, creating PowerPoint presentations, and implementing programs that help manage the business more effectively.

Michelle holds an Associates Degree from Academy of Court Reporting. She enjoys traveling and spending time with her family.

 

Nikki Huffman

Nikki Huffman

Executive Assistant
nikki@reed-financial.com

Nikki Huffman is Executive Assistant at Reed Financial Services. Nikki has the ability to make people feel welcome and comfortable at Reed which helps build the strong relationships that exist between Reed and its clients.

Nikki came to Reed from Galt Enterprises where she worked in the Finance and Accounts Payable departments. As Executive Assistant at Reed, Nikki assists and supports Jim and Amanda. Nikki does a variety of work such as answering phone calls, sending out client statements and correspondence, and helping put financial plans together, but the interaction with the owners, co-workers and clients are what Nikki really enjoys.

Nikki likes to spend time with her family and to be involved in her son’s activities. She also enjoys running and swimming, and going to water parks and the movies. Nikki participates in runs that raise money for charities.