-Act as the lead relationship manager for 75 group retirement plans.-Help manage more than a dozen cash balance pension plans.-Manage over $250 million in retirement plan assets.-Conduct new prospect meetings, plan design consultations, and annual reviews.-Perform retirement planning for employees and business owners.-Be an integrated member of the Executive TeamTrueNorth Retire is the retirement plan division of TrueNorth Wealth. We are an independent fee-only registered investment advisory firm. We act as a fiduciary for all of our clients. Most of our plans prefer that we be the designated 3(38) investment fiduciary. My main responsibilities are ensuring our client's retirement plans are running smoothly and helping get participants ready for retirement. I enjoy teaching financial principles to through in-person and virtual meetings, 1-on-1's, and webinars.I have clients located all across the nation. I service plans primarily in Utah and Idaho, but I can help anywhere in the US virtually.

I offered a wide range of services to wealth management and retirement plan clients. I provided financial planning and advice in a fiduciary capacity for both retirement plan participants and individual wealth management clients. Additional responsibilities include: •Regular investment reviews with wealth management clients•Financial planning•Customized education for retirement plans•Creating and hosting webinars on relevant market events•Fee benchmarking •Service provider evaluations/recommendations •Investment analysis •401(k) plan designSoftware/Systems:•eMoney•Orion•Riskalyze •Salesforce

I helped clients reach their goals through personalized financial advice so that they could spend time focusing on what mattered most to them.

•Enhanced client relationships through exceptional service.•Positioned appropriate products and services to meet client needs.•Turned service recovery situations into positive experiences by owning the situation.•Coordinated effectively with business partners to resolve client concerns.•Communicated Vanguard’s value proposition in a meaningful way to clients.•Executed all mutual fund transactions in an accurate and timely manner.•Maintained knowledge of Vanguard products, policies, and services.•Series 7 and 63 licensed.

•Helped manage over $900,000 of the BYU Idaho endowment fund.•Researched and compiled reports on the international equity and international fixed income markets.•Researched expert's opinions on how the market will perform in the near future based off of the Fed's current policy.•Helped choose the appropriate allocations for our asset classes.

• Generated new accounts in a face-to-face environment. • Established positive relationships with new clients through education on our services while providing exceptional customer service.• Coordinated services between new accounts and technicians.

•Coordinated all financial decisions in relation to marketing and operations.•Helped train new members of our finance department in their responsibilities.•Ensured that all financial policies and procedures were followed. •Helped generate over $5,000 in revenues in just 8 weeks of operations.•Complied weekly financial statements.

• Kept shop and tools organized.• Performed landscaping duties on the property.• Loaded and delivered finished products.• Helped renovate houseboats including window replacement, painting, trim work, pontoon prep, and deck installation