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Team

Trading and Administrative Support Hotline: 619-795-9688

Sarah Toppen

Client Service Associate

619-795-7405

619-798-4319

sarah.toppen@ceteraadvisors.com

Sarah Toppen has three years of experience in the financial services industry. Her passion is to create a personalized client experience through detailed customer service. Prior to joining RemoteLink Solutions, she worked as a Client...
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Melissa Waggener

Client Service Associate

619-795-7405

melissa.waggener@ceteraadvisors.com

Melissa Waggener has worked has work in Customer Service for over 20 years and in the financial planning industry for 6 years.  She says the most satisfying part of her job is helping clients while getting to know them. When she...

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Todd Michaud

Principal & Founder - Financial Advisor

(978) 373-0271

todd.michaud@ceteraadvisors.com

BA - Political Science Florida Southern College, Advanced Degree Financial Planning Merrimack College, Life Underwriters Training Counsel Fellowship American College, Chartered Mutual Fund Counselor College for Financial Planning...

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Jennifer Bates

Client Service Assistant

619-795-9649

619-431-2316

Jennifer.Bates@ceteraadvisors.com

Jennifer began her career in financial services about 20 years ago, working in retail banking operations.  Her experience with retirement products, trust administration, compliance and quality monitoring helped prepare her for a...

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Tamara Jardine

Client Service Associate

619-795-7405

tamara.jardine@ceteraadvisors.com

Tamara is an experienced professional in the world of finance, with expertise aiding clients alongside their financial advisors. Her professional approach is driven by her love for finance and her desire to help others.

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Back Office - Administrative & Client Support


In June 2022 I employed RemoteLink Solutions to support the administrative functions of my practice and offer my clients additional support and valuable services.  This will also add additional coverage to my office if clients need to urgently speak.   Should you have an urgent matter and I am not immediately available please call my dedicated service team at 619-795-9688.    Jen, Ryan, Sarah, or Melissa will be happy to assist you.