Implementation Manager
CurrentAs the senior-most member of the FFG Retirement Counseling team, I serve as the Implementation Manager and oversee all operational practices within our firm. I am extremely client service oriented and value establishing relationships. People recognize they can call on me with whatever they need. My specialties include: • Compliance monitoring • Quarterly performance reports• Preparing legal documents (beneficiary forms, title changes, death claims)• Communications (newsletters, emails, internal documents)I spearheaded our firm’s paperless initiative. It took me over a year to digitize and implement this change. The use of a digital document management system has greatly improved our process efficiency both as a team and with client interactions. At FFG, we utilize a proactive team approach to provide every client with multiple, unique perspectives. How can our team help you? Feel free to reach out to me at cyourtz@ffgusa.net.