Ponte Vedra Beach, Florida, United States
Growing up, money wasn’t something that was talked about a lot or taught. Like many people, I had to figure it out on my own, learning as I went. That experience of not being taught financial concepts early on sparked my passion for financial planning and helping others feel more confident with their finances. As a Financial Planning Associate and CFP® candidate, my goal is to make financial planning simple and understandable. I want to help people take control of their money, whether they’re just starting or looking to make smarter decisions. No matter where someone is on their financial journey, I believe with the right support, it can be easier to achieve financial success. I’m excited to keep learning and growing in this field, and I’m committed to helping people feel empowered to make informed decisions about their finances.
-Collaborate closely with the firm’s paraplanner to build comprehensive financial plans, including leading data gathering and entry, developing planning analyses, and supporting tax modeling in Holistiplan. -Conduct client discovery meetings to collect financial information, clarify goals, and ensure accurate inputs for plan development within RightCapital. -Lead client onboarding and ongoing service, including setting up client portals in Advyzon, coordinating and delivering agreements, preparing and processing account applications with Charles Schwab, facilitating account openings and transfers, and handling day-to-day client requests to ensure a seamless client experience. -Drive operational improvements by developing internal workflows and creating client-facing materials, including onboarding guides, document checklists, and structured financial planning meeting frameworks, while supporting ongoing firm initiatives.
-Supported lead advisors by preparing agendas, attending client meetings, taking detailed notes, drafting organized recaps, and managing follow-up items in Wealthbox CRM. -Assisted lead advisors in developing and maintaining comprehensive financial plans in RightCapital by entering and organizing client data, reviewing key documents, and modeling scenarios across all core planning areas. -Developed clear comparisons and recommendations across education, investment, cash-flow, tax, and insurance areas for lead advisors to present to clients.
-Led the client onboarding process, coordinating account openings, rollovers, paperwork, and data gathering to ensure a smooth and organized transition for new and existing clients. -Managed clients' day-to-day service requests, including meeting scheduling, RMD tracking, contributions, distributions, non-advice inquiries, and Redtail CRM updates. -Improved internal processes and workflows to streamline service tasks, enhance team efficiency, and deliver a more consistent client experience.
-Processed a variety of account-related services, including loan applications, new account openings, IRA distributions, account closures, and account transfers, ensuring seamless and accurate service to clients. -Delivered personalized financial guidance by helping clients identify goals and select appropriate banking products, including checking, savings, credit solutions, and basic investment options. -Performed a full range of teller responsibilities, including deposits, withdrawals, transfers, check cashing, and account servicing, while maintaining accuracy and strong customer service.
-Diligently executed accurate, efficient, and courteous processing of personal, business, and co-op shared branching transactions - covering deposits, transfers, withdrawals, loan payments, and cash advances - in full compliance with credit union procedures. -Proficiently navigated EpisysQuest to oversee and complete a range of special requests and eforms, including but not limited to club account openings, membership closures, wire transfers, savings bond redemptions, safe deposit procedures, fraud claims, and credit/debit card disputes. -Collaborated closely with the head teller to facilitate various daily business tasks - handling branch opening/closing procedures, ATM/CDM balancing, teller outages, new teller training, incoming cash shipment verification, and vault total validation. -Regularly conducted account maintenance duties, including change requests for names, addresses, and telephone numbers, closing dormant accounts, and issuing/reordering of debit and credit cards.