Lynelle Tarter celebrates five years with Ferguson Wellman

Today our firm celebrates Lynelle Tarter’s five-year anniversary with the firm, signifying the opportunity for her to become a shareholder. Lynelle joined the firm in 2007 and serves as audit administrator, responsible for reconciling individual portfolios and custodian statements on a monthly basis. “When Lynelle joined our firm, she didn’t have any prior experience in our industry,” said Kerrie Young, chief compliance officer. “What’s exciting about her becoming a shareholder is that she learned about our operations quickly and showed her perseverance. We reward employees for their commitment to their work through ownership.” Becoming a shareholder is an important milestone at Ferguson Wellman. This month, Tarter joins Tracie Maslen as the newest shareholders, bringing the collective group that has ownership in the firm to 82 percent. Ferguson Wellman believes that ownership fosters continuity and longevity—attributes that directly benefit the clients we serve.

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