Coordinated Capital Securities, Inc.

Mari Buechner, President & CEO
Mari began her career with CCS over 20 years ago and is a skilled financial services industry executive. In 2008 she was elected to the small firm seat of the FINRA Board of Governors. She also serves as co-Chair for Financial Services Institute (FSI), a trade organization for independent contractor firms and reps.

Larry Peters, Director & Sr. V.P.
Larry is the founder of Coordinated Capital Securities, Inc. and has been engaged in the financial planning, investment and advisory, securities and insurance business since 1969. Larry graduated from the University of Wisconsin-Madison in 1967 earning a Bachelor of Science Degree in Economics.

Donna Peters, Director & Sr. V.P.
Donna is the co-founder and Executive VP of Coordinated Capital Securities, Inc., and has been actively engaged in the securities business since 1983. Donna's background includes back office management, clearing firm relationships and recruiting. Donna is registered as a General Securities Representative and a General Securities Principal.

Tracy Williams, Accounting & Administrative Officer
- Licensing & Transition Coordinator
- Investment Advisory Services
- Rep Commission Statements
- E&O Insurance
- Company Financials

Robin Urso, Operations Manager & Clearing Liaison
- Transition Support - First Clearing
- First Clearing Liasion
(Smart Station Training, Procedures) -
- Brokerage Account Orders & Service
- CCS SelectONE Procedures

Amanda Kluever, Rep Services & Compliance
- Licensing & Transition
- Compliance Policies & Procedures
- Rep Communications
- @CCSREPS email set up
- Continuing Education
- New Business Processing
- Advertising, Sales Literature & Public Appearances

Danielle Williams, Trading & Operations
- Brokerage - ACAT Processing
- Brokerage Account Orders & Service
- CCS SelectONE account processing
- Direct Business Order Entry

Jenifer Peters, Operations & Commissions
- Brokerage Account Orders & Service
- Changes of Dealer/Rep Processing
- Commission Processing

Gayle Perkins, Administrative Assistant
- Mail Distribution
- New Account Form Processing
- Record Keeping

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