Our Talented Team

President

Julien Mordecai

Julien Mordecai has worked with independent advisors since 1994. Prior to founding AllBackoffice Consulting, he worked with Schwab Performance Technologies, B-Ready Outsourcing Solutions (OFN, then Envestnet) and Etelligent Consulting (later Schwab PortfolioServices). Julien remains focused on helping advisors push the envelope of efficiency and productivity using creative innovations in technology. He is committed to offering service with best-practice processes as its core foundation. Julien’s vision for AllBackoffice Consulting is to provide advisors with an independent, trusted technology partner to assist in operational and technology selection, configuration and ongoing management support with continuous operational evolution as the goal.

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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.

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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. He 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 and children, Wood, Beatrice and Harris, live in Edenton, NC. He is Treasurer for Edenton Rotary, and a member of St. PAULS Church.

Head of Advisor Solutions

Calvin Elliott

Calvin Elliott has worked with AllBackoffice from the beginning, starting out as an Operations Associate before ultimately taking on the role of IT Manager in 2016.  He holds a B.S. in Business Administration from North Carolina State University.

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Calvin was born in Elizabeth City, NC, but currently resides in Edenton, NC with his wife Ceili and dog Chloe.  Calvin is a very dedicated, determined, and honest individual. When not assisting ABC and its clients with IT issues, he can be found in his shop creating masterpieces from blocks of wood.

Account Manager & Technology Advisor

Shelbey Burgen

Shelbey Burgen has worked in customer service for over 10 years and has been with AllBackoffice since December 2015.  In 2018, she will graduate from the University of Phoenix with a B.S. in Accounting, and will ultimately work towards a Master’s degree in Accounting & Finance.

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Shelbey resides in Edenton, NC with her fiancé Kris, stepson Ean, daughters Kallie and Gracyn, and their dog, Milly.  Shelbey enjoys attending her children’s after-school activities, staying active, cooking on the grill, and watching football (Go Falcons!).

Fintech and Technology Strategy

Chris Manker

Chris has been with AllBackoffice for more than twelve years, overseeing product development. Chris is also the founder of Nexa Insights.

Advisor Solutions Technology Lead

Sophie Talbot

Sophie Talbot has worked in client services for 27 years and has worked with AllBackoffice since February 2014.  She attended the University of Houston and University of Arkansas, obtaining a B.A. in Psychology while minoring in Business Management. 

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Sophie was originally born in Keelung, Taiwan, though she was raised on a chicken farm in Arkansas most of her life.  She now resides in Raleigh, NC with her teenage son, their cat Felix, and their dog Herbie.  She enjoys spending time with her son, volunteering, sky diving, and watching Netflix.

Advisor Solutions Technology Associate

Brock Macintosh

Brock is the go-to guy for all the quick tasks that are super important, but you don't have the time to address.

Bookkeeping and Human Resources

Claire Phillips

Claire Phillips has worked in various areas of the bookkeeping field since 1997. Beginning in 2000, she worked exclusively in QuickBooks Pro and Premier while working with a local CPA, managing bookkeeping for various clients.

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Claire is an Edenton, NC native and resides with her husband Bill. She 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, and loves spending time with her two horses.

Account Manager & Technology Advisor

Ryan Ghune

Ryan Ghune graduated from North Carolina State University with a B.A. in Business Administration, concentrating in Finance.  He has worked with AllBackoffice Consulting since May 2015, first as a member of the Operations Team, then as an Account Manager.

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Ryan was born in Greensboro, NC, and is very close with his parents, brother and sister.  His love for sports is broad, but centers around the Green Bay Packers and NC State.  Ryan also enjoys playing golf.

Advisor Solutions Senior Account Manager

Darlene Guillory

Darlene Guillory graduated from The University of Texas at Austin with a Bachelor’s degree in Journalism.  She worked for Financial Support Services part time from 2001 to 2004, becoming full time in 2005. In 2007, she became an independent contractor with FSS. Then, in April of 2013, she began contracting with financial planners directly and with other back-office supporters such as AllBackoffice Consulting. She now works exclusively for ABC.

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Darlene was born in Morgan City, LA, but has resided in Texas most of her life and considers herself a Texan.  She is a service-minded team player, and a person with great integrity.  She enjoys watching football, bike riding, gardening, and driving the backroads of Texas. And chocolate.