Our Team
FULLY DEDICATED TO DOING GOOD
We want to be a powerful force for good in this world.
Hello! We are Gaynes Financial Services, and our team of experienced financial planners and administrative professionals believe in the transformative power of financial health and wellbeing. We don’t think managing your finances should be stressful. We’re here to help you put things together so you can feel confident about the moving parts of your financial plan. By helping you coordinate the complexities of your financial life, we create more time for what matters most, and empower you to make an impact in the lives of the people you care about. Take a minute and get to know us! As you can see, we’re parents, spouses, dog lovers, caregivers, volunteers—and most importantly—passionate financial professionals. We’re excited to start the conversation about working together, learn about you, and get focused on what works for you in the big picture.
David H. Gaynes
President
TEAM MEMBER SINCE:
Inception
WHO YOU CALL WHEN:
You need help looking at a complex situation and want to figure out the best steps towards accomplishing your goals.
SUPERPOWER
Accelerated Vision – The power to see, process, and effectively interpret information no matter how fast it comes!
What’s the best part of your job?
I have the best job in the world because I get to work with some of the nicest, most caring people I’ve ever met. I am energized by helping people look out for themselves, their families, and their loved ones. I can’t think of a higher calling!
What matters most to you?
Honesty and integrity matter most to me. It’s extremely important in our business for people to have confidence in you – to know that you will do the things you said you would do. I live my life by this code, and so does my team.
Vickie Pond
Client Relationship Specialist
TEAM MEMBER SINCE:
October 2017
WHO YOU CALL WHEN:
You want a friendly voice and a ready ear.
SUPERPOWER
Empathetic Perception – The power to fully interpret and handle the emotions and needs of clients.
What’s the best part of your job?
Working with the accomplished team of Gaynes Financial Services, and the wonderful clients we serve.
What matters most to you?
Living life with a greater purpose and planning for the financial welfare of family and clients.
Hope Senn
Director of Operations
TEAM MEMBER SINCE:
June 2015
WHO YOU CALL WHEN:
You need action rather than advice.
SUPERPOWER
Humor Adaptation – The ability to make clients laugh in all circumstances.
What’s the best part of your job?
Interacting with our clients and getting to know them personally.
What matters most to you?
Creating and maintaining a life that is successful by my definition, and helping others do the same.
Steve Reents
Planning Assistant
TEAM MEMBER SINCE:
2013
WHO YOU CALL WHEN:
You have questions about: accessing your account, account activity, or taking your required IRA distribution.
SUPERPOWER
Efficiency Generation – The ability to be prompt, pleasant, and precise in all client interactions.
What’s the best part of your job?
Connecting the pieces of a new client’s financial puzzle.
What matters most to you?
Providing a realistic financial plan that instills confidence, and bringing that plan to life with my team.
Laura Stone
Office Operations & Administrative Support
TEAM MEMBER SINCE:
February 2013
WHO YOU CALL WHEN:
You need help getting connected to the right person, but you don’t know where to start.
SUPERPOWER
Momentum Charge – The power to build up momentum for many tasks at once.
What’s the best part of your job?
Being the first, friendly face that Gaynes Financial Services clients see when they walk into the office. I love my job!
What matters most to you?
Making sure that everyone feels welcomed and comfortable, and that things run on schedule.
Karen Cooke
Bookkeeping & Human Resources
TEAM MEMBER SINCE:
2003
WHO YOU CALL WHEN:
Karen works behind the front lines at Gaynes Financial Services to ensure peak operational efficiency.
SUPERPOWER
Problem Detection – The power to detect and address problems before they arise.
What’s the best part of your job?
I love being able to take things off of David’s plate so he can spend more time with his clients! There is great satisfaction seeing our team help people work towards their financial goals and dreams.
What matters most to you?
Details. Whether it’s at work or at home, I am focused on making sure things are running smoothly.
Jack Francisco
Customer Service Specialist
TEAM MEMBER SINCE:
2017
WHO YOU CALL WHEN:
You need expertise, guidance, and answers.
SUPERPOWER
Laser Vision – The power to carefully plan for the future to help ensure you don’t run out of money before you run out of life.
What’s the best part of your job?
Helping people enjoy the fruits of their labor and seeing them live life to the fullest with financial confidence.
What matters most to you?
Family, friends, and country. Spending time with our loved ones, enjoying their successes, and helping them with life’s challenges.
Joan Tillett
Chartered Financial Consultant
TEAM MEMBER SINCE:
2017
WHO YOU CALL WHEN:
You need some sunlight on a gloomy day, and solid financial guidance.
SUPERPOWER
Enhanced Flexibility – The power to adapt and help others see the bright side of any situation.
What’s the best part of your job?
Talking to clients! I’ve known many of them for over 20 years, and we’ve gone through some good times and rough times together. When I call to set an appointment, it’s comforting to hear their voices and talk about what matters most to them.
What matters most to you?
Time is a very precious commodity to me now that my daughter is getting ready to go off to college! I don’t like to waste it doing things that are unnecessary; I typically get straight to the point. It’s also why I like to make sure we have efficient systems in place to serve our clients well.
