Brian Fenstermaker Cfp® Email & Phone Number

Lawrenceburg, In, Us

Lawrenceburg, Indiana, United States

Provide full cycle consulting and bookkeeping to various business clients using various software and custom solutionsSpecialized in NIL Trust Bookkeeping including bookkeeping procedures and full cycle bookkeeping implementing internal control proceduresProvide general business and financial planning consulting using innovative approaches

Lawrenceburg, Indiana, United States

Responsibilities include managing, training, and developing high-performing teams that embraces innovation and continuous improvement. Foster a collaborative and positive team culture, focusing on both customer and expert experiences.Monitor team performance, provide feedback, and implement improvement plans to enhance quality and efficiency, while also driving customer engagement through expert coaching and growth opportunities. Alignment in all responsibilities with Intuit's Mission, Operating Values, and Goals, and act as a conduit between the team and the business, effectively communicating information.

Lawrenceburg, Indiana

- Mentored approximately 10 financial planning professionals to transform their traditional sales based model to achieve a fiduciary model - Built customized planning processes for each advisor using latest technology in compliance with CFP best practices - Served on advisory board for PreciseFP (Financial Planning System SaaS) - Coached and mentored professionals to devise customized CFP strategies covering areas such as savings, investments, insurance, and retirement income- Coached advisors by example by consulting clients on important decisions such as tax planning and setting up trusts, wills, and disability documents (powers of attorney, living wills, etc.)- Taught effective strategies of coordinating between allied professionals such as attorneys and CPAs

Cincinnati Area, Ky

- Responsible for developing framework for Private Wealth Management systems in compliance with regulators (FINRA/SEC) integrating Salesforce, Black Diamond, eMoney, and Charles Schwab among other technologies primarily through PreciseFP (SaaS)- Designed and implemented comprehensive planning systems and mentoring designed to bring remote offices in Boston, Chicago, Kentucky, and Tennessee on important planning systems and approaches- Built customized strategic financial plans with tactical and forward-thinking approaches based on desired risk levels and expected market conditions for the firm's small/mid-size business owners

Worthington, Ohio Area

- Consulted with Bishoff Financial Group to assure smooth transition of approximately 600 client households and business relationships from Envision Consulting Group, LLC to Bishoff Financial Group- Contributed to effective decision-making with regular collaboration on daily operations and optimizations methods- Consulted with clients and made recommendations going above-and-beyond delivering exceptional support for all operational and financial needs

Westerville, Ohio

- Conceptualized complete Envision business structure, vision, and culture focused on achieving core business mission of guiding our clients on their financial journey so they are free to focus on the most important things in life- Developed framework to identify client's financial strengths and weaknesses by regularly reviewing specific metrics customized for each relationship and specific goals- Offered comprehensive financial support to clients, including working closely with applied professionals such as attorneys and accountants to fully explore the full array of circumstances and goals- Directed, developed, and coordinated operation processes and controls required of financial service organizations involved with buying or selling of investment securities- Navigated and confronted complex realities of the financial services industry with innovative leadership of day-to-day business- Developed an amazing team of employees and partners over time- Improved organizational efficiency through empowerment and structured delegation- Proactively attacked problems and developed solutions- Overcame frequent challenges with a tenacious mindset, a never giving up attitude, and remained level-headed to analytically approaches to each opportunity

Columbus, Ohio Area

- Served as firm's Accounting Controller (while finishing at Ohio State)- Gained direct mentoring from experienced tax attorney daily- Became Securities Licensed (Series 6, 7, and 63)- Developed Advanced Excel Skills- Developed Professional Consulting Skills- Learned to work effectively with High Net Worth and Ultra High Net Worth Clients

Bsba, Accounting & Management Information Systems

Activities and Societies: - Vice President of the Ohio State Accounting Association - Internship with CPA Advisory Group - Treasurer.

Engineering, Mechanical Engineering

Multiple Certificate Programs (2004-2007), Risk Management, Retirement, & Investment Analysis

Activities and Societies: - Statistical Analysis of Complex Distribution Curves - Hedge Fund Studies with Top Managers/Analysts.