Working with clients to help them define their goals and assist them as they strive to achieve those financial goals.

-Designed and implemented new RMD and client review tracking in Redtail.-Created financial plans for the advisors' clients.-Experienced running client discovery and plan presentation meetings.Securities and Advisory services offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC (For hyperlinks to FINRA and SIPC, please refer to ‘Contact and Personal Info’ section above.) Insurance products offered through LPL or its licensed affiliates. The investment products sold through LPL Financial are not insured deposits of Visions Federal Credit Union, and are not NCUA insured. These products are not obligations of Visions Federal Credit Union and are not endorsed, recommended or guaranteed by Visions Federal Credit Union or any government agency. The value of the investment may fluctuate, the return on the investment is not guaranteed, and loss of principal is possible.Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.For a list of states in which the financial consultants affiliated with O'Connor Investments are registered to do business, please visit www.oconnorinvestments.comNote: The above do not offer tax or legal advice services.

-Led Transition to a paperless office.-Highly trained in industry software including Redtail, MoneyGuidePro, emX, Laserfiche, & LaserApp.-Increased CRM utilization and improved consistency of data input.-Improved data integrity that in turn reduce the time it took to send out marketing material.