Diane Wilson, Cfp® Email & Phone Number

Overland Park, Ks.

My Social Security Analyst provides customized Social Security retirement claiming strategies. As founder, I collaborate with financial professionals and work directly with their clients. I help clients understand the nuances and rules surrounding the claiming strategy that best meets their financial needs.

Overland Park, Ks

Provided exceptional customer support devising Social Security claiming strategies using advanced knowledge of Social Security rules using Social Security planning software.Applied specialized skills in Social Security rules to explain and discuss complex claiming strategies in a simplistic, meaningful language. Developed excellent interpersonal skills with the ability to effectively interact with a diverse group of internal and external customers. Leveraged seasoned disciplines from a successful career in information technology. Demonstrated analytical research, quantitative and problem solving skills, identified issues, researched and implemented resolutions and followed-up to identify the benefits of changes. • Over 1,000 consultations provided to clients and high net worth clients. Provided assistance to create claiming strategies, explained Social Security rules, and assisted in the understanding of advantages and disadvantages in various Social Security claiming strategies• Explained and discussed how the Social Security income stream may enhance a client’s retirement portfolio success • Led consumers in the correct filing of Social Security’s on line retirement benefits application• Provided expertise to financial professionals to create and explain complex claiming strategies to their clients• Provided Instrumental team leadership, in house go-to financial expertise and training of customer support personnel on complex Social Security case strategies• Assisted software engineers in product design and enhancements to proprietary software• Increased sales from clients who referred family, friends and business associates• Helped establish a customer support team to deliver excellent same day support services• Recognized for excellence in customer satisfaction and problem solving• Analytical and decisive with strong organizational skills• Advanced knowledge of Social Security rules

Overland Park, Ks

Responsible for creating and presenting customized, tax efficient, retirement plans. Assisted and trained financial professionals in the use of software tools to create retirement plans.• Conducted consultations and assisted consumers in the use of retirement software to enable clients to create individual retirement plans• Created retirement income plans for clients following CFP Board Practice Standards Rules• Established and defined the client relationship• Gathered client data to determine the client’s personal financial goals, needs and priorities • Obtained clients quantitative information• Analyzed and evaluated the client’s financial status• Developed planning alternatives and presented alternatives to clients. Developed retirement plan from client selected alternative and present final client selected plan• Discussed with client plan implementation and follow up to monitor plan activation and additional client assistance

Created, updated and modified IBM I/Series, "Green Screen" Technology to interface with "iSafari" web enablement technology using HTML, Dreamweaver and RPGIV

• Designed, developed, programed and maintained a fax campaign system with impressive 100% increase in fax revenue and on target to increase fax revenue another 50%• Team leader eager to work and train a talented team to accomplish company goals, in year 2000 achieved a legacy system conversion in a timely and accurate manner• Programmed major modifications to the Customer Service System to allow for multiple enrollments into multiple seminars

• Develop and programmed on-line warranty tracking system, reducing warranty claims 36% • Programmed, designed and maintained a manufacturing information system, served as liaison between information systems and company departmental management • Designed a marketing system for mass mailing and faxing for use with Officevision documents for customers and handled day to day operations, trouble-shoot and resolved computer challenges for users, including system backups and month-end processing • Assisted in the creation of IT department's standards and setting technical direction for the company

Master Of Science In Financial Planning

Activities and Societies: Member of the National Honor Society of Phi Kappa Phi, K-State Chapter Member of the National Honor Society.

Graduate Certificate In Family Financial Planning

Master Of Business Administration, General Management

Bachelor Of Science Business Administration, Information Science