We approach complex financial situations with understanding, insight, and discernment to help our clients achieve greater peace of mind so they have more time to pursue the more meaningful things in life.
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Aaron is highly engaged in initiating client contact and interfacing with clients through the implementation, service needs, and follow-up of associated work activity of each client meeting. Aaron serves the client to ensure an exceptional client experience is achieved.
Dena, as a paraplanner, is highly engaged in initiating client contact and interfacing with clients through the implementation, service needs, and follow-up of associated work activity of each client meeting. Dena serves the client to ensure an exceptional client experience is achieved.
Mandi, as a Paraplanner, plays a critical role in helping to coordinate client service activities with a focus on delivering the ultimate client experience. The paraplanner will engage in these activities on a daily basis with a specific emphasis on how to best serve clients. This role necessitates exceptional follow up skills and highly effective social skills.
Shanna’s role is crucial in facilitating smooth function of the overall day-to-day business operation, always in an effort to cultivate a proactive, goal-oriented and values-driven team. She leads the development of workflow efficiencies and effective processes in the back office to support the Integrated Team Approach.
Amber plays a vital role in the financial planning process. She supports the integrated team by inputting data into our financial planning software. Amber also assists in documenting assumptions, observations, financial planning strategies, and recommendations from the advisor’s meetings with clients.
CFP ®
Renee's role as Marketing Specialist, is to provide support for our integrated team and implementation of our overall marketing strategy.
Mindy's role is to provide administrative and operational support to the day-to-day business functions of the back office. She maintains an important function to review, research, and report scheduling.
Kristi plays a critical role in supporting the internal and external communication for the practice. Her role is to ensure our clients, vendors, and community members receive an excellent experience every time they initiate contact with our practice. Kristi also engages with each employee to support the human resources needs of the team.
Chris’s role is important in the establishment of a positive client experience every time a client comes into the office. Chris is usually the first person to interface with clients; she reflects the high standards of our practice, establishing an atmosphere of professionalism, friendliness and an exceptional client experience.
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