In my role as Paraplanner, I’m responsible for the administrative aspects of our comprehensive financial planning processing from A-Z. I keep all clients informed throughout the process, which includes requesting what is still needed and the remaining steps we’ll take together. Ultimately, I ensure all source documents are received, logged, processed and returned. Additionally, I assist our clients with their online portals and serve as the liaison between financial planners to ensure 100% satisfaction.
One of my favorite parts of this position is the data-driven nature of the day-to-day and the opportunity to showcase my eye for detail, intuition and understanding. I also truly enjoy working closely with clients and ensuring they stay motivated and organized as they move through our Advanced Planning Process.
When I’m not working, I love to read, spend time with my friends and family, and explore new places with my dog, Tucker. In December of 2021 I’ll be graduating from Truman State University with my bachelor’s degree and plans to begin pursuing my Master’s in Education thereafter.