Experience

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  Buckingham Strategic Wealth

  • Kansas City, Missouri, United States

  • Advisory Team Associate

    • Jul 2022 - Present
    • Kansas City, Missouri, United States

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  Xyngular Corporation

  • Silver Manager

    • Jun 2020 - Present

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  Keel Point

  • Client Service Representative

    • Jul 2021 - Jun 2022

    • Conduct daily transfers, wires, deposit checks.• Manage various client requests and preparing client account paperwork.• Built and maintain effective relationships with clients and team members.• Assist advisors to facilitate business transactions on a daily basis. • Monitor and manage calendar, travel arrangements and coordinate client meetings.

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  Matt Melton, CPA / Northwestern Mutual

  • Client Service Manager / Associate Financial Representative

    • Dec 2016 - Jul 2021

    • Client Service Manager for all Qualified Plans – provide superior customer service to participants.• Process all client needs accurately and in a timely fashion.• Quickly learned ever-changing computer programs and manage them with accuracy.• Oversee daily operations and make certain proper solutions are implemented.• Built and maintain effective relationships with peers and upper management.• Assist advisor to facilitate business transactions on a daily basis. • Monitor and manage calendar, conference calls, catering, travel arrangements.• Organize and recorded expenses incurred for April 15th tax deadline.

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  Lawing Financial Inc.

  • Overland Park, KS

  • Senior Executive Administrative

    • Jan 2012 - Dec 2016
    • Overland Park, KS

    • Provide executive support to Managing Director and ERISA Attorney.• Engage with complex institutional clients as well as work with large relationships.• Maintain and manage calendar, conference calls, catering, travel arrangements and assist with annual event logistics.• Organize and recorded expenses incurred for April 15th tax deadline. Prepare client account documents as needed within timeline.• Original member of the Charitable Committee forming rules and regulations that related the selection process of the various charities.

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  AIRTIGHT EXTERIORS, LLC and BROWNPROPERTIES, LLC

  • Overland Park, KS

  • Business Manager

    • Jan 1997 - Dec 2012
    • Overland Park, KS

    •Provided support on daily operations of companies as well as tracked all expenses related to accounts receivable / payable.•Collaborated with partner to execute and maintain marketing campaigns. •Created and prepared documents for late rent notices, collections and evictions.•Developed process and procedures for efficient business practices to achieve company success.

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  Boyer & Corporon Wealth Management, LLC

  • Client Service Administrator

    • Jan 2008 - Dec 2011

    •Utilized ability to provide superior customer service efficiently as the liaison between BCWM and Schwab Institutional.•Reduced documentation generation and turn-around time by 75% by designing processes and procedures.•Managed 300 client’s requests, as well as custodian and firm account documentation while building trust with clients and team members.•Conducted daily security transfers, wires, deposit checks, and assisted clients with charitable donations. •Arranged flights, hotels, rental cars, and coordinated client meetings for Principals during their travels.

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  Blue Valley School District

  • Administrative Assistant to the Principal/Bookkeeper

    • Aug 2004 - Jan 2008

    •Achieved efficiency in managing the Principal and staff with daily operations including assisting with annual budgets and reporting for state.•Responsible for reconciling two checking accounts on a monthly basis, managing deposits and documented all incoming money.•Managed time keeping system for 27 employees as well as coordinated subs for teachers when requested.•Maintained budget efficiently for supply orders throughout entire building and monitored purchasing cards for teachers and staff.

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  Moriarty Erker & Moore

  • Business Manager

    • Jan 1992 - Jan 1995

    •Prepared and dispersed monthly billing for clients and assisted staff as needed to prepare documentation for clients.•Reconciled checking accounts on a monthly basis as well as managed all accounts payable / receivable.•Conducted interviews for potential new staff members, coordinated payroll and managed office staff.•Collaborated with partners on financial matters and procedures to effectively operate office.