Director of Financial Planning

• Mar 2023 - Present

Financial Planner

• Apr 2022 - Mar 2023

Creative Planning provides comprehensive wealth management services including investment management, financial planning, charitable planning, retirement plan consulting, tax planning, and estate planning services. Creative Planning provides comprehensive wealth management services including investment management, financial planning, charitable planning, retirement plan consulting, tax planning, and estate planning services.

Client Service Manager

• Feb 2018 - Apr 2022

Director of Client Communications

• Jun 2016 - Feb 2018

My chief responsibilities in this position were maintaining contact and forming relationships with the high net worth clients of the firm. A related responsibility was formulating investment recommendations, relaying these to the clients, and answering any questions that arose before, during, or after implementation. I would assist with client meetings to review their accounts and overall financial plans, updating these plans as necessary. My chief responsibilities in this position were maintaining contact and forming relationships with the high net worth clients of the firm. A related responsibility was formulating investment recommendations, relaying these to the clients, and answering any questions that arose before, during, or after implementation. I would assist with client meetings to review their accounts and overall financial plans, updating these plans as necessary.

Investment Associate

• Sep 2014 - Jun 2016

While in this position, I have overseen a transition from one client relationship manager to a new one, taken on responsibilities for maintaining the Portfolio Center reporting software while also leading the transition to Orion reporting, and interacted with clients of every level maintaining a high level of professionalism, attention to detail, and fast service. I have processed investment accounts including a variety of financial instruments, including private placements, managed futures, mutual funds, managed accounts, annuities, and alternative investments. I also implemented workflows and processes utilizing Redtail to streamline work through the office. Show less

Team Leader

• Sep 2009 - Sep 2014

I began in this company as an Operations Associate, preparing client paperwork and summarizing client accounts for reviews. I was promoted to Team Leader where I have also enhanced my leadership skills. In doing this job, I have demonstrated excellent communication and client service, detailed record keeping, and creativity to keep improving office procedures. I began in this company as an Operations Associate, preparing client paperwork and summarizing client accounts for reviews. I was promoted to Team Leader where I have also enhanced my leadership skills. In doing this job, I have demonstrated excellent communication and client service, detailed record keeping, and creativity to keep improving office procedures.

Investment Service Associate

• Mar 2007 - Sep 2009

In this position, I had a strong client focus as the majority of my time was spent preparing client paperwork and report packages. With the utilization of primarily managed accounts, I placed trades for all these accounts including block trading. At this job, I communicated with clients on a daily basis while supporting 2 advisors. In this position, I had a strong client focus as the majority of my time was spent preparing client paperwork and report packages. With the utilization of primarily managed accounts, I placed trades for all these accounts including block trading. At this job, I communicated with clients on a daily basis while supporting 2 advisors.

Investment Associate

• Nov 2005 - Mar 2007

My main duties at this firm included processing all new investment business, customer service on existing accounts, maintaining a log of client contact, and preparing for investment reviews. My main duties at this firm included processing all new investment business, customer service on existing accounts, maintaining a log of client contact, and preparing for investment reviews.

Executive Assistant

• Aug 2004 - Nov 2005

At this position, I assisted the advisor in a variety of functions, but primarily in scheduling and organizing seminars. At this position, I assisted the advisor in a variety of functions, but primarily in scheduling and organizing seminars.