Assisted and supported the lead advisor with daily managerial tasks, helped implement holistic financial planning solutions with clients with a focus on tax planning related matters, researched and reported on investment opportunities, and attracted new prospective clients while maintaining a high level of customer service with current clients.

Helping assist both individual advisors and teams in the financial planning process; ranging from data gathering, developing the plan, to reporting on the results with the clients or prospects. Also helped teach and incorporate new digital tools of the firm into the advisors' practices.

Managed a variety of pre-tax health benefit plans with an emphasis in Flexible Spending Accounts. I processed claims and reimbursements daily, while maintaining a high-level of customer service, and ensuring participants' needs had been met.