In support of the Dedicated Team Approach, the Paraplanner serves as the liaison between the client, advisor and team 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.
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.
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.
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.
Carly’s primary focus is to direct the overall marketing and communication functions of the practice to deliver the Larry K. Fox & Associates brand promise and its unique value proposition in the marketplace to target potential prospects, existing customers and advisor recruits.