I work one-on-one with individuals to teach them how to manage their finances. I develop strong interpersonal relationships with my clients, building trust and ensuring that our coaching space is a no-judgement zone, empowering them to make their financial decisions with confidence. I help them gather all their financial data, create a budget, determine their net worth, set goals, develop, implement, and monitor plans. I started the business by myself, established my legal entity with the state of North Dakota, built my website with WordPress and developed my own marketing and social media strategies. I create original content for my website, blog, instagram, and facebook. I facilitate financial education workshops, and create educational materials for distribution to different demographics such as high school children and military spouses. I’ve coached 7 clients through my program and provided individual consultations to 10 additional clients. I’ve held 2 in-person budget building workshops for military spouses.

Coordinate and train volunteer force on providing financial assistance and education to service members. Maintain all office records.

Guiding US Military Service Members through their transition out of the military and into the civilian workforce. Facilitation of Department of Labor workshops both in-person and virtually, reviewing and adjusting resumes and cover letters, and conducting mock interviews.

Completed Financial Comptroller training at Keesler AFB, MS and graduated with Academic Excellence March 2018, then stationed with the 319th CPTS at Grand Forks AFB, ND in July 2018, where I have taken leading positions with both relocation and business travel programs. Led 9 briefings weekly for PCS/relocation making members aware of their pre- and post-travel finances. Lead Defense Travel Agent (LDTA) for the Defense Travel System (DTS) throughout a major website overhaul, keeping track of new site glitches and training other members for each work-around while each update fixes some and creates more. Developed and maintained deployed pay entitlements tri-fold and began regular distribution to deploying members, decreasing the number of rejected vouchers and travel card late payments, and decreasing the workload for my colleagues. I led the Customer Service team with front desk, phones, and emails, and helped to train my colleagues on CS demeanor, sincere interactions, etc. We averaged 20-40 walk-in customers per week with an additional 50-70 inbound calls per week. I have also created and maintained the office phone message, including customer service hours and standard briefing times, previously the phone would simply ring off the hook, causing frustration among customers who were unaware of our hours.Oct 2017-March 2018 - Led a team of 5-7 on Charge of Quarters, training each member for Charge Monitor certification, which is necessary for accessing all systems and leading the group. Daily management of accountability for 2 squadrons(approximately 1000 people), coordinating emergency response for injuries and other threats, and coordinating vehicle dispatch for appointments for all members of the squadron. Completed Basic Military Training and Aircrew Fundamentals, graduated DLI with an associates in Pashto-Afghanistan, and passed the DLPT with a score of 2+,2,2.

Although I left for the military before I was officially promoted, I did serve as acting supervisor for approximately 6 months, grading and counseling customer service representatives, and managing weekly metrics. I was also able to assist with implementation of SalesForce and OpenSpan programs, replacing the previous Epiphany system. I especially enjoyed coaching agents helping others to improve.

Greet students and analyze their situation in order to clear up any communication issues, made sure to solve their problem before sending them off to another office, filing, generating fee letters, pulling files for clerks, general data entry into Enterprise Information System. Some experience with MyCRM and recruitment processing.