Ali Bircher Email & Phone Number

Camp Hill, Pennsylvania, United States

Ali truly believes our clients’ experience with our firm, is key to our success. Starting in the industry in 2012, she has had the privilege of experiencing all aspects of the firm from administrative, to operational, to client facing, to management. Ali focuses on elevating and building long-term relationships with new and existing clients, amplifying CWA’s community engagement and presence. Ali will also lead initiatives to enhance the development of CWA’s best practices, and spearhead firm focused project management.As an active member of the community, Ali serves on WIN, Women INvolved Committee through The Salvation Army Harrisburg Capital City Region, as a Dream Team member with The Fund for Women & Girls through The Foundation For Enhancing Communities, and is a board member of Torin’s Dreams Foundation and the Middletown Swim Club. Additionally, she is involved with the Chamber Business Women (CBW) of the Harrisburg Regional Chamber and CREDC and Girls On The Run.Ali was raised here in Camp Hill, PA and currently resides in Middletown, PA with her husband, Patrick, their three children, Tanner, Addison and Lincoln, and their dog Zoey. While balancing work life with home life can be a challenge, she loves every minute of it.

Responsible for ensuring profitability and growth of the office through effective and efficient managing the placing, processing and supporting of all surety bonds across the country.

Responsible for managing the day-to-day operations that link the segments of the business together as well as work with my operations team, financial advisors and our executive team, to bring new clients to the practice. My responsibilities include:Practice Development ProjectsTechnology ManagementOpportunity DevelopmentClient/Community Relationship ManagementMarketing SupportCompliance SupportOperations ManagementProject ManagementSpecializing in our client experience, I handled all onboarding of new clients, estates, trusts, divorce and death. Coordinated with outside companies such as attorneys, accountants and trust companies. Managed our operations team, organized, developed and implemented our CRM processes and workflows. Efficiently communicated with my operations team regarding client requests and timelines. Strong client-facing interpersonal skills, management skills, responsiveness, flawless execution of client service, collaborates with my team to identify coaching opportunities to help them advance within the organization and team work ethics.

Harrisburg, Pennsylvania

Assist with the day to day operations of the firm that link both investments and wealth planning, work with our new clients to coordinate a seamless on-boarding process and establish a client/advisor relationship with River Wealth, business development activities, CRM reporting, quarterly reports process and provide additional support to the COO. As Marketing Coordinator, I handle our client, community and charitable events, serve as marketing liaison for the firm, advertising and social media. We work to better develop our client experience to create a deeper more meaningful relationship with our clients all while giving back to the community as much as the community has given back to us.

As our Client Service Manager, Ali's top priorities are handling all client relations, paperwork, daily correspondence, arranging educational courses, marketing/community events and will more than likely be the first face you will see at our office. All while promoting excellent customer service and prompt follow-up to client requests. Ali ensures smooth day-to-day operations and promotes high standards for our firm and clients by working with the entire team to develop and track the elements of our total client experience. The practice specializes in the areas of: Financial Planning, Financial Services, Investments, Estate Planning, Retirement Planning, Business Owner Planning, Insurance - Life - Disability - Long Term Care, Annuities, and Group Benefits. The team assists high net worth families and closely-held business owners realize financial planning opportunities, including identifying coordination gaps in their existing plans. The team focuses on wealth accumulation strategies, wealth transfer techniques and business succession planning.

Business Administration And Management, General

Education record