Financial Planner

• May 2023 - Present

Timothy Financial Counsel, Inc. is unique among fee-only financial planners. We focus exclusively on financial planning and objective hourly advice. Our mission is to partner with our clients to clarify their goals, develop an action plan, and equip them to take charge of their financial lives. Timothy Financial Counsel, Inc. is unique among fee-only financial planners. We focus exclusively on financial planning and objective hourly advice. Our mission is to partner with our clients to clarify their goals, develop an action plan, and equip them to take charge of their financial lives.

Owner, Spiritual Director, Enneagram Teacher

• Apr 2023 - Present

Formation circle exists to empower others with deeper insights and a vision for change to live fuller individual, communal, and spiritual lives. Formation circle exists to empower others with deeper insights and a vision for change to live fuller individual, communal, and spiritual lives.

Financial Advisor

• Sep 2020 - May 2023

Associate Representative

• Jul 2020 - Sep 2020

Licensing Trainee

• Mar 2020 - Jul 2020

Spiritual Director, Enneagram Teacher (solo)

• Jan 2018 - Apr 2023

Writer

• 2014 - Apr 2023

Director of Marketing and Communications

• Mar 2019 - Jan 2020

Associate Editor and Special Project Manager

• Oct 2016 - Feb 2019

• Lead the creation of ChurchSalary, a new compensation-setting tool for church employees and business administrators.• Supervise and oversee Church Law & Tax’s digital presence.• Assign, edit, and write content with a compelling voice that explains financial, legal, and administrative issues in clear language.• Liaise with organizations for group sales and partnerships.• Present at conferences and online on compensation data and best practices.• Manage the assistant editor. Show less

Assistant Editor and Marketer

• Jan 2015 - Sep 2016

• Assigned, edited, and wrote articles on church legal, tax, and HR issues.• Managed Church Law & Tax’s digital content in the CMS.• Supervised the internship program• Assisted with editorial projects

Marketing Manager

• Oct 2012 - Dec 2014

• Created and oversaw marketing efforts for the hotel, including blog posts, campaigns, social media, eNewsletters, digital ads, and promotions. • Developed strategy to drive customer engagement and repeat use based on segmentation.• Executed targeted direct mail and email campaigns, monitored conversion rate, optimized campaign scheduling to increase client acquisition by 33% and deepen customer relationships.• Ensured high-impact, timely, cost-effective and compliant execution of promotional materials.• Responded to customer inquiries.• Liaised with area partners for services. Show less

Associate Marketing Manager

• Sep 2011 - Oct 2012

• Oversaw marketing efforts for the hotel, including social media, blog, eNewsletter, digital ads, promotions, and area partnerships.• Evaluated programs and projects across multiple criteria including relevant response rates, cost/revenue analysis, qualitative key learnings and overall results, which were utilized by Sales and Marketing departments to track progress towards strategic goals.• Partnered closely with the Sales team in identifying target opportunities and to formulate performance metrics. Show less