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 Dedicated Team Approach.
Kristi’s primary focus is to provide support to leverage the CEO and Partner Advisors in carrying out the responsibilities associated with leading the practice. She is knowledgeable of the Larry K Fox & Associates concepts, practices and procedures and relies on experience and judgment to accommodate executive-level administrative activity and support at its highest level.
Chris’s role is important in the establishment of a positive client experience each time a client contacts the practice, whether face-to-face or over the telephone. Chris is usually the first person to interface with customers; she reflects the high standards of our practice, establishing an atmosphere of professionalism, friendliness and an exceptional client experience.
Kristin’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 needs of our client base and assists in making scheduling calls to clients. She provides on-going support with electronic meeting prep as well as document review and file maintenance during post-meeting teardown.
Ann oversees the firm's bookkeeping, budgeting, and financial statement analysis.
The 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. Abby serves the client to ensure an exceptional client experience is achieved.
The 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. Matt serves the client to ensure an exceptional client experience is achieved.
The 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. Aaron serves the client to ensure an exceptional client experience is achieved.
Personal Intro
The client concierge 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. Nicholas serves the client to ensure an exceptional client experience is achieved.
