Jeff
Unterreiner is President and Portfolio Manager of PROACTIVE
Money Management Inc. A veteran of more than twenty years in
the financial services industry, he played a key role in the development
of the OPTI-flex® Money Management Strategies, serving
for eight years as chief technical analyst.
Mr. Unterreiner succeeded his father as portfolio
manager in August 2002 and currently manages more than $25 million
in the OPTI-flex® strategies through separately managed
accounts.
Mr. Unterreiner is a graduate of the School of
Business Administration of the University of Missouri at St. Louis,
where he received his bachelor's degree in finance. Mr. Unterreiner
served on the founding board of directors of the Fund of Funds Association,
and served for 7 years as portfolio manager for the catalyst OPI-flex®
fund.
Desila Merry, System Service Administrator
Desila joined PROACTIVE in 2000. Her responsibilities include
back office operation for Investment Advisor, calculate monthly
Investment performance, and daily communications with financial
planners and clients. She also handles all A/P, A/R and Quickbook
entries, and execution of trades for Advisor.
Tonjua G. Donnelly, Vice President
Tonjua is a graduate of the University of Missouri – Columbia
and an MBA of Webster University. Before joining PROACTIVE Money
Management, Inc. in November of 1994, she had an administrative
position for Magna Trust, as custodian of a mutual fund family.
Ms. Donnelly currently assists with the overall management of the
company, including administration of the various OPTI-flex®
Money Management Strategies through mutual fund families, variable
annuities, and third party custodial accounts.
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