For financial planning firms in need of next-generation advisors. Your outsourced hiring, training, and retaining solution.

I write words for financial folks:• Ghostwriting social media posts• Blog posts • Sales page copy• Newsletters• Ebooks• Community engagement copy• Financial coursesI was a financial advisor for 7 years at small and large RIAs and a B/D. I hold a master's degree in financial planning and a graduate certificate in financial life planning.I not only know HOW to communicate your message to your clients and prospects but through firsthand experience understand WHAT to say to your clients and potential clients to move them to action.

I met with firm owners to understand who they are and what they look for in an ideal next hire. And then I would screen top candidates looking for their next dream job. Every job is 100% virtual.

Serving on a 21 person board as the Director of NexGen advisors. Connecting and developing both younger advisors and career changers looking to enter the financial planning industry. Creating events throughout the year to facilitate community and educate members on current industry topics. If you are looking to become a wealth advisor, need someone to walk with you through your financial life, or want to get more involved within the San Francisco area, send me a message!

Supported the development and growth of the Pencil Pirate community and e-course.Acted as Community Manager, Copywriter, and Project Manager with the following outputs:- Newsletter creation and management- Community onboarding and management- Video editing- Social media management and asset creation- Pencil Pirates promotion on social media

Cerity Partners has merged with Worldview Wealth Advisors.Assisted team in 54% revenue growth between 2020 and 2021 by qualifying prospects, onboarding new clients, and consolidating outside assets from existing clients.Worked with inbound and outbound professionals spanning six continents seeking experienced guidance in their personal financial lives most firms cannot deliver. With over 130 client households living inside and out of the United States, I acted as an air traffic controller for international families to live their best lives. New clients were onboarded through our multi-meeting financial life planning process which unearthed what was most important to them helped to build personalized roadmaps to get them there.With a unique ability to research and answer seemingly impossible planning questions, my team worked in coordination with other professionals including tax advisors and estate attorneys to dig deep and increase the chance of financial independence. I also acted as a resource to other financial advisors or companies who wished to help their own international or expat clients who do not know where else to turn for guidance.

Worldview Wealth Advisors has merged with Cerity Partners.Worked with inbound and outbound professionals spanning six continents seeking experienced guidance in their personal financial lives most firms cannot deliver. With over 130 client households living inside and out of the United States, I acted as an air traffic controller for international families to live their best lives. New clients were onboarded through our multi-meeting financial life planning process which unearthed what was most important to them helped to build personalized roadmaps to get them there.With a unique ability to research and answer seemingly impossible planning questions, my team worked in coordination with other professionals including tax advisors and estate attorneys to dig deep and increase the chance of financial independence. I also acted as a resource to other financial advisors or companies who wished to help their own international or expat clients who do not know where else to turn for guidance.

As a member of Retirement Planning Group, LLCPartnered with families and individuals with a team of financial planners by developing customized financial plans focused on bridging the gap between the accumulation and distribution phases of life. Built investment plans with third party asset managers based on individual risk tolerance and time horizon. Educated Oregon PERS members about their retirement process to maximize pension benefits. Led national training calls to implement paraplanner position successfully within practices. Analyzed client situations while factoring in their unique goals to recommend appropriate risk management solutions.

As a member of Retirement Planning Group, LLCSupported a financial advisor who is known as an expert in the Oregon PERS retirement process for the last 30 years. Built 200 in-depth retirement illustrations, financial models, and proposals of investment vehicles for VIP clientele to better analyze their unique situation and discover opportunities for improvement. Co-led 199 client meetings taking detailed notes and ensuring post-meeting follow-up was sent out in a timely manner. Created and implemented tools for our office to expedite workflow and improve the client experience.Recruited as a top prospect within the Lincoln Financial Advisors internship program.

Prepared client folders with account statements, retirement reports, and proposals for two top financial planners within our firm. Created tracking systems of meetings for review and accountability during weekly team meetings. Reached out to prospective and current clients to schedule review meetings with success.

Worked directly for the Managing Director of Sagemark Consulting/Lincoln Financial Advisors. Partnered with management to facilitate and execute projects to improve work experience for premier financial planners within the firm. Developed a useful file management system for the Managing Director and assisted with any other special projects as requested.

As a member of Sourjohn-Kim Retirement SolutionsServed as a gatekeeper for our team by directing calls to financial planners and answering client questions regarding their accounts. Prepared paperwork for transfers, rollovers, and distributions. Coordinated communication with third party administrators to ensure clients received excellent service.

Actively supported over 25 financial advisors in our San Ramon office and throughout California. Built financial reports in a timely manner including Morningstar, Social Security Analyzer, and Fiserv Retirement Illustrator. Successfully scheduled meetings for advisors with a set-to-reach ratio above 70%. Enthusiastically sought out additional work and projects including mailers, trainings, data entry, and phone call projects.

Diligently worked with new and repeat guests to ensure all of their coffee needs were met with accuracy. Focused on exceeding expectations of managers by successfully up-selling products and maintaining an excellent level of store cleanliness. Anticipated needs of guests and fellow teammates through strong relationship building skills.

Worked directly with Director of Development on five multi family and single family residential communities in Orange County and Los Angeles. Oversaw teams of five to ten consultants from initial stages of a new community through completion. Built key relationships with city employees in order to expedite construction plan approval and building permit process. Ensured paperwork was completed to be able to sell and close on homes. Served on two Home Owner's Association boards in Anaheim, CA for 500+ homes.

Assisted our merchant development, infill development, land acquisition, land development, marketing department, and design studio on a variety of projects learning as much as possible about the company as a whole. Worked under the Vice President of Merchant Development on budget review, a solar panel survey, homeowner resolutions, and meeting setups. My three month internship was cut short by a month because they wanted me to work full-time sooner.

Developed design goals and ensured they were achieved. Designed and created a brochure to inspire and inform which was distributed to 2,200 students on campus. Edited our Facebook page, website, and mobile website, posting stories and photos of our activities. Brought in new ideas of what would work best to advertise and promote Student Ministries on campus. Created a custom designed sweatshirt for 39 student leaders and a t-shirt for 200 student volunteers.

Planned and successfully executed events for between five and 50 students, faculty, and community members. Partnered with PLNU International Ministries department and Lazarian World Homes bringing 50+ students, staff, faculty, and alumni to build a church in Mexico over spring break. Worked under the Director of the Center for International Development, managing his contacts, calendars, and any other needs.

Met weekly with Director of Community Ministries, three Student Ministries Directors, and Student Ministries intern to plan meetings for student ministry leaders. Managed team of student leaders of six homeless ministries through weekly meetings and fun quarterly outings. Spoke to 1,800+ members of the PLNU community during Student Ministries chapel.

Worked alongside president/founder and executive director. Wrote and mailed letters of support to San Diego public, private, and charter elementary and middle schools for the Restore Leadership Academy in Gulu, Uganda.

Store Manager observed the way I interacted with people and would not allow me to have any more coffee until my application was in. Hired on the spot and at a higher pay rate than standard. Was told "you can teach a monkey to make a mocha, but you can't teach them customer service." Received drink orders from guests, ensured store was cleaner than mandatory, and well stocked. Took initiative to get things done rather than waiting to be told what to do. Supported other team members as necessary.