Senior Retirement Advisor - Financial Advising & Operations Management
Greater Detroit Area
I specialized in planning and investing for retirement; crafting and executing retirement plans to address income/cash flow, investment strategy, portfolio efficiency, risk mitigation, Social Security & Medicare, estate needs, and tax strategies. I participated in various parts of the client-service process, depending on the client’s individual needs, from initial fact-finding meetings, to determining and presenting recommendations, through on-boarding and implementation, as well as regular review meetings and transactions.I added additional value by supporting the entrepreneurial trajectory of the firm as it evolved from a local, in-person office to a nationwide, online service model. I contributed to enterprise-level solutions to the sales process and standardized internal operations, including creating scripts, developing processes, writing procedures, defining metrics, and evaluating performance. I led teams focused on back-office, internal business, sales, and administration. Overall, I served as a go-to problem solver, operations pinch-hitter, and general point of contact for other advisors, clients, custodians, insurance carriers, and FMOs.
