Becki M. KruegerOperations Manager
Becki Krueger brings more than 20 years of financial services industry experience to her role as an Operations Manager at Eagle Point Investment Advisors. Becki is responsible for a broad range of office administration and operation functions and works closely with our clients and advisors.
She enjoys personal contact with clients and working closely with LPL to solve operational issues. Her proficiency across all aspects of operations management, quality control and client care help to ensure a smooth, efficient and enjoyable experience for our team members and clients.
Becki earned her Bachelor of Science degree from Southern New Hampshire University and holds the series 7 and 63 securities registrations with LPL Financial.
She and her husband Michael live in Dunbarton, NH with their son, Ethan and dog, Mattie. Becki enjoys trips to Maine to visit family and friends, long walks on the beach, watching her son play sports, and knitting.
Cheryl StarekOperations Assistant
As an Operations Assistant Cheryl Starek brings 40 years of experience in both administrative and technical roles. Cheryl has been employed in database support, Insurance sales administration, payroll and municipal roles.
Cheryl will be working with the Operations Manager to provide support to the advisors and clients. She will be organizing yearly employee and client events.
Cheryl is a native of Massachusetts and recently moved to Milford, NH. She enjoys walking, hiking, reading, baking and time spent with family. She is an animal lover and lives with both a cat and dog.
James MoranAdministrative Associate
James is a graduate of Southern New Hampshire University with a Bachelor’s degree in Business Administration. He holds Series 7 and 63 securities registrations with LPL Financial. As an Administrative Associate, James works closely with the Operations Manager and the Advisors in the processing of new accounts, account transfers, and preparation of client reports. In addition to these duties, James is also the firm’s Technology Ambassador. It is his duty to report LPL Financials’ technology advancements to all advisors and staff members.
Apart from his interest in finance, James loves to spend time with his friends and family and enjoys mountain biking and fishing. He also enjoys sports and is an avid fan of the New England Patriots.