• We are on a mission to help our clients achieve their definition of financial success• We approach each engagement with a listen-first mentality, so we can prioritize our clients most important goals• By working as a team, we’re able to give our clients a competitive advantage as they pursue their financial goals

• Assists in the clarification, understanding and quantification of client’s financial goals and needs.• Assists clients in gathering the information needed to prepare the financial plan.• Creates a financial plan that provides information and strategies to help clients make better informed financial decisions.• Educates clients on solutions to the potential hidden risks that may disrupt their financial plan.• Meets with family members, executors and other advisors to discuss the clients’ financial plan, if desired, for a concerted effort.• Periodically updates the clients’ financial plan, if desired, to help clients make adjustments due to our ever changing environment.

•Facilitated the initial training program for all new First Command Advisors•Delivered training to advisors in various ways: small group, virtually, and classroom style•Served as subject matter expert on topics like: prospecting, client engagement, and plan building

•Created a client base from the ground up through contact prospecting and tabletop prospecting•Conducted appointments with individuals to better understand their wants, needs, and goals•Created comprehensive Financial Plans to align client needs with quality products and services•Helped clients implement their Plans, then provided ongoing service to ensure satisfaction

•Conducted expo events to build brand recognition and promote interest from potential customers•Engaged customers, discussed their fitness goals, and provided nutrition recommendations•Improved brand awareness by engaging in various types of targeted social media campaigns

•Managed day to day operations, analyzed business metrics, and delivered performance reports•Designed, produced, and tested product functionality for projects under development•Implemented a social media outreach program through advertising, and targeted marketing•Delivered first-class customer service by effectively engaging clients and partnering with others