Our advisors

Our team

Kayla Deutscher

Kayla Deutscher

Practice Manager

Qualifications

  • Bachelor of Business Administration in Marketing, Baylor University

Roles & Responsibilities

  • Practice Operations & Efficiencies
  • Seminar & Event Planning
  • Marketing
  • Human Resources
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Bonnie Swoboda

Bonnie Swoboda

Business Development Specialist

Roles & Responsibilities

  • Scheduling & Meeting Coordination
  • Meeting Preparation
  • Business Development
  • Seminar & Event Planning
  • Online Client Experience
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Bethany Beauchamp

Bethany Beauchamp

Paraplanner

Joan Strohmeyer

Joan Strohmeyer

Office Manager

Roles & Responsibilities

  • Practice Operations and Efficiencies
  • Scheduling and Meeting Coordination
  • Meeting Preparation
  • Business Processing and Submission
  • Human Resources
  • Client Service Follow Up
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Buzz Minton

Buzz Minton

Paraplanner