Bobbi Mastalka

Bobbi Mastalka serves as New Business & Operations Associate, bringing more than 10 years of experience supporting financial advisors and their clients within the LPL Financial environment. With an extensive background in client service, new business, account administration, and practice operations, Bobbi plays an important role in helping ensure a smooth and responsive experience for our clients.

Bobbi assists with the new client onboarding process, account openings and transfers, and ongoing service needs. She also brings significant experience in coordinating with a wide range of financial institutions and insurance companies.

Known for her organization, attention to detail, and client-focused approach, Bobbi enjoys creating efficient processes that help both clients and advisors stay informed and organized. She values clear communication, collaboration, and building trusted relationships, and takes pride in helping clients navigate the administrative aspects of their financial lives with confidence.

Bobbi is based in Thornton, Colorado.