|Meet The Team|
CEO – Technology Advisor - Julien Mordecai has worked with independent advisors since 1994. Prior to founding AllBackoffice Consulting, Julien worked with Schwab Performance Technologies, B-Ready Outsourcing Solutions (OFN, then Envestnet) and Etelligent Consulting (later Schwab PortfolioServices). Julien remains focused on helping advisors to push the envelope of efficiency and productivity with creative innovations in technology and commitment to best practice processes in service. Julien’s vision for AllBackoffice Consulting is to provide advisors with an independent trusted technology partner for operational and technology selection, configuration and ongoing management support with continuous operational evolution as the goal.
Julien believes that selecting the best fit technology is important, but how businesses successfully implement and evolve their technology for the benefit of their internal teams and clients is more important.
Born in Managua Nicaragua with a move to Raleigh, NC, Julien graduated from North Carolina State University with BA degrees in International Business Management and Spanish Language and Literature. Julien obtained the NASD series 7 and 63 licenses and completed portions of the College for Financial Planning’s CFP course work before realizing his passion for serving advisor entrepreneurs. Julien with wife, Patricia Mordecai and children, Wood, Beatrice and Harris lives in Edenton, NC. Julien is also Treasurer for Edenton Rotary, and is a member of St. PAULS Church.
Technology Advisor - Jeff LaMay has been helping firms maximize technology since 1984. Prior to joining AllBackoffice in 2012, Jeff worked with Satuit Technologies concentrating on sales of reporting automation and CRM solutions. The move to AllBackoffice allows Jeff to provide a solution that helps advisors on a daily basis, bringing value to firms that are overburdened with daily operations and account administration.
Jeff studied Classical Guitar and Computer Science at Cal State Hayward, and still enjoys playing guitar, with the music of Bach and Brazil being his favorites. Jeff and his Wife Kristine reside in Highland Utah, where they enjoy walking their totally spoiled Chihuahua Daffy, they also like to hike and snow shoe in the Wasatch Mountains.. They have 4 children, 3 daughters and a Son.
Technology Advisor – Cassie Luster has worked with independent advisors since 2007. Prior to working at AllBackOffice Consulting, Cassie worked for Etelligent Consulting which was later acquired by Schwab Performance Technologies. She cultivated strong customer service skills and worked closely with Advisors utilizing ByAllAccounts. After 2 years specializing in ByAllAccounts, Cassie chose to begin working with all custodial downloads and managing the entire client experience, included but not limited to Quarterly Reporting, Quarterly Billing, Daily Reconciliation and data troubleshooting.
Cassie is born and raised in a suburb of Kansas City, Missouri. She lives with her husband Kurt and two children, Makenzie and Adelyn.
Darlene Guillory worked for Financial Support services part time from 2001 to 2004, becoming full time from 2005-2006. In 2007, she became an independent contractor with FSS until March 2013. In April of 2013, she began contracting with financial planners directly and with other backoffice supporters, such as AllBackoffice Consulting.
Darlene graduated from The University of Texas at Austin with a Bachelor of Journalism.
Technology Advisor - Betty Thomas graduated from the Medical University of South Carolina with a B.S. in Pharmacy. She decided on a career change some years later and went back to school to obtain her Associates degree in Computer Programming. She has worked in the field of computers and particularly in detailed customer service since the early 1980's. Betty has worked as a data entry specialist, computer software tester, and computer programmer and knows the importance of attention to details. She spent 9 years working with Schwab Performance Technologies in the area of software testing. After leaving the corporate world in 2005, she worked as an organic flower and vegetable farmer and sold her products at the Wake Forest farmer's market until her husband's job change necessitated moving away from their farm. Betty has worked for AllBackoffice since mid 2010 and is dedicated to providing the best customer service possible. She splits her time between Aberdeen and Durham NC and lives with her husband Clark and their cat Abby Tabby. She loves baking, cooking, photography, volunteering, gardening, hiking, listening to live music, and corresponding in the old fashioned way of letter writing.
Claire Phillips has worked in various areas of the bookkeeping field since 1997. Beginning in 2000, Claire has worked exclusively in QuickBooks Pro or Premier during which time she worked with a local CPA managing the bookkeeping for various clients. Claire enjoys serving clients in the area of data entry and morning posting, as well as QuickBooks consulting.
Claire was born in Edenton, NC and graduated from the University of North Carolina at Greensboro with a BA degree in Psychology. Claire is a notary public in the state of North Carolina. Claire with husband, Bill Phillips resides in Edenton, NC. She is a member of the Edenton Baptist Church.