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.
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.
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.
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 Client Service Specialist, plays a critical role in helping to coordinate client service activities with a focus on delivering the ultimate client experience. The CSS 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.
Raquel 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. Raquel serves the client to ensure an exceptional client experience is achieved.
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