Columbia, Missouri, United States
I'm a Marine Corps veteran and University of Missouri alumn. I'm passionate about bettering myself and helping those around me. I've witnessed friends, family, and coworkers struggle with various financial issues. In the past, I've lacked the skills and knowledge to help them. Their struggles have motivated me to pursue an education and career in financial planning to assist those who need it most.
Plancorp was founded in 1983 as a fee-only financial planning firm in St. Louis, MO. Plancorp is an SEC-registered investment advisor providing financial planning and asset management services to individuals, families, corporations, and institutions. Service offerings also include corporate retirement plans and exit strategies for business owners looking to transition their businesses. Duties & Highlights: - Prepared and implemented comprehensive financial plans for 85 families as part of a dedicated wealth management team. Client households ranged from $2 million up to $15 million in assets. - Served as an active member of the financial planning committee, philanthropy committee, and financial wellness assessment committee to drive various company initiatives. - Conducted one-on-one financial planning meetings for our sister company’s financial wellness clients. - Coordinated and conducted training of four Financial Planning Associates and two interns.
The Mizzou Office for Financial Success (OFS) is a service of the Personal Financial Planning Department and the College of Human Environmental Sciences. The OFS is dedicated to improving the financial well-being of individuals and families by providing unbiased education and counseling in all areas of personal finance. The counseling center is ran by student volunteers that have completed the appropriate courses of Personal and Family Finance as well as Financial Counseling. The OFS provides one-on-one counseling sessions as well as group workshops. Duties: -Managed the financial coaches and insured all members adhered to the guidelines set in the OFS handbook. -Corresponded with clients to schedule one-on-one counseling sessions and workshops. -Marketed the OFS to the campus and community. -Worked with Financial Aid to ensure Federal Student Loan Exit Counseling is completed successfully. -Served on the Dean's Advisory Board.
Veterans United Home Loans is dedicated to serving Veterans and military families, and is one of the leading lenders in the VA Loan industry.The Veterans United Lighthouse Program is a free service that provides potential homebuyers with the tools to improve their financial profile. As an intern in the Lighthouse program, I assisted in preparing documentation so veterans were one step closer to achieving their goal of purchasing a home. Duties: -Assigned consultants to clients based on the client’s state of purchase. -Screened credit reports and prepared Letters of Explanation for clients.This allowed clients to explain their hardships and begin rebuilding credit. -Applied for Certificates of Eligibility on behalf of veterans. Using Veteran Affairs online resources, I submitted information on behalf of the veterans to check eligibility for their VA home loan entitlement. -Submitted Appreciation Desk Requests. When veterans were approved for a VA home loan, we sent a gift that was customized to their family showing our appreciation for both their service and business.
As a teller with Commerce Bank, customers depended on me for assistance and information on most of their banking needs. Tellers are the face of the bank and are responsible for quality customer service. I did my best to ensure the customer had a positive experience and left with a smile. At Commerce Bank I asked, listened, and solved. Duties: -Provided excellent customer service while maintaining customer satisfaction. -Managed risk while processing customers transactions. Carefully accepting and issuing cash, checks, foreign currency, gift cards, cashiers checks, money orders, and travelers checks. -Safeguarded assets, codes, customer information, and keys assigned. -Informed customers of bank products and referred public to designated personnel. -Entered customer and transactional data into computers and issued computer-generated receipts to customers. -Supported up to seven various branches with Bank Teller services in the Central Missouri area.