•Served as consultant providing financial services industry knowledge with small-cap software company. Product solutions focused on marketing systems for industries with stringent regulatory requirements.•Provided recommendations to marketing personnel and financial advisors to enhance the quality of standard and advanced financial planning content available for advisors to share with clients.•Built and maintained three distinct libraries of personal financial planning and commercial banking content for B to C use by advisors through Accent eCommunicator, an email marketing software solution. •Developed and implemented processes to manage and report on the research, vetting, editing, compliance approval, procurement, and rebranding for more than 5,000+ items of content.•Conducted group-training workshops and provided support for client users and system administrators.•Produced branded materials employed during training engagements and user reference guides.

Advisory Practice of Senior Advisor Andrew T. Gardener,CFP®•Performed advanced investment analysis and devised recommendations for high net-worth individuals and trust accounts with consideration for comprehensive financial parameters and goals.•Conducted client meetings and delivered recommendations regarding portfolio and planning analysis results, economic environment, personal concerns, and life changes.•Maintained in-depth knowledge on wide range of financial products key for planning strategies. Including: mutual funds and other securities, CDs, retirement plans, insurance (life, health, disability, and P&C), annuities, education savings plans, REITs, structured products, direct investments and private placements.•Specialized in financial areas specific to small business owners. Served as fiduciary investment advisor for group retirement plans. Advised on employee benefits. Devised strategies for contingency and exit planning.•Designed and implemented a streamlined process to prepare for client review meetings by standardizing format templates and consolidating client related activity documentation and information. This resulted in a more accurate and detailed deliverable while reducing production time by 75%.•Presented educational workshops for employees participating in retirement plans of small business clients where the firm acted as investment advisor, custodian, or fiduciary for plan assets.•Promoted the increased use of ACT CRM to consolidate client service records and improve consistency and accessibility for all staff personnel.•Leveraged product provider relationships and services to support firm’s concierge level of client service.

Advisory Practice of Senior Advisor Matthew P. Kardesch, CFP® (P2)•Performed financial planning analysis to determine the client’s financial standing and identify opportunities for improvement. Developed plan detailing short and long-term actions necessary to achieve financial goals.•Proposed tailored solutions and coordinated strategies for: cash flow, insurance need, credit, retirement, employee benefits, taxes, investing, asset allocation, estate, college savings, and other financial areas.•Counseled clients through planned and unexpected life events including: retirement, job-change, marriage, divorce, death, births, home purchase, college, and others to determine essential financial adjustments.•Analyzed client investment portfolios. Delivered recommendations based on risk tolerance, target asset allocation, personal circumstances and economic environment.•Established and maintained list of preferred mutual fund selections, resulting in a streamlined investment recommendation process and improved firm’s ability to monitor suitability of assets under management.•Strengthened individual relationships through frequent communication and follow-up correspondence for 600+ client groups. Resulted in the firm achieving a 98% approval rating on client feedback survey results.• Produced updated educational materials for workshops and presentations on financial planning topics.•Obtained Series 7, Series 66 and Texas Group 1 Life, Health and Variable Annuity Licenses.

•Provided wide-ranging planning support as an analyst for AEFA advisors.•Analyzed client data to determine best solutions for financial goals.•Compiled comprehensive deliverable containing analysis detail, supporting documentation, related educational literature, and recommendations.•Developed Operation systems for newly established Financial Planning Department.