A Kindred Spirit is someone you trust and who you feel safe sharing something personal because you have the same belief, attitude or feeling. Kindred Wealth Partners embodies that spirit as generations of families have trusted us to guide them through life’s challenging decisions.

At Golden Reserve I assist the Retirement Planners in the Central West region.- Managing new business processes for insurance applications from closing to issuance - Resolving problems and ensuring a quick turnaround for our clients- Handling client services support and requests i.e. investment paperwork, distribution requests, etc.- Building our Roadmap for Retirement (a financial plan) based on the data provided from our planners- Providing RP meeting support including applications, managing case files, and attending meetings- Providing event support by attending periodic client seminars and appreciation events **Any communications directly or indirectly are not to be considered a product recommendation. The Impact Partnership, LLC. and its employees do not accept fiduciary responsibility. Product recommendations can only be made by a licensed agent, who thoroughly reviews and understands the client’s current financial situation, performs a detailed needs analysis, and a best interest review. The Impact Partnership, LLC. and its employees will provide the agent with sales collateral, illustrations, education, and additional supporting materials. These materials are to be considered informational only to support the agent in his/her best interest review process. **

Melissa Clymer supports Mark Finney, CFP® CRPC® AIF® Securities and advisory services offered through Commonwealth Financial Network, member FINRA/SIPC, a Registered Investment Adviser. Fixed insurance products and services offered through McCarthy & Cox or CES Insurance Agency.- Assist in meeting prep and analysis- Point of contact for client requests - FPQP® Designation completed August 2022

Melissa Clymer supports Michelle Merkle who is a registered representative of Kestra Financial. Securities offered through Kestra Investment Services, LLC (Kestra IS), member FINRA/SIPC. Investment advisory services offered through Kestra Advisory Services, LLC (Kestra AS), an affiliate of Kestra IS. Kestra IS or Kestra AS are not affiliated with Merkel Financial.- Managed account applications, contributions, distributions etc.- Lending Services used SBLOC (Securities Backed Lines of Credit) and Margin- Streamlined account maintenance processes i.e. RMD tracking- Transitioned from paper filing system to electronic recordkeeping

Melissa Clymer supports Paul Gydosh who is a registered representative of Lincoln Financial Advisors Corp., a broker-dealer (member SIPC) and registered investment advisor. Kensington Wealth Partners, Ltd. is not an affiliate of Lincoln Financial Advisors Corp. CRN-2483631-040119- Spearheaded daily operations and implemented new processes to improve efficiency. - Established automated portfolio review process- Streamlined client communications via CRM - Transitioned from paper filing system to electronic recordkeeping- Utilized available marketing resources to increase brand awareness- Improved office follow-up procedures by utilizing CRM in place of paper notes

Worked closely with owners Michael Critchfield, CFP, Matthew DiGiacomo, CFP, and their broker dealer Woodbury Financial to operate the business efficiently. Managed one employee and the business operations.- Promoted to Office Manager within the first year of employment- Assisted in the hiring and training of employees- Managed the weekly office meetings - Project Manager of all office events- Implemented client relationship building strategies

Assisted three Consultants in the administration of their various employer sponsored pension plans. Promoted twice while employed with APC; once from Administrative Assistant to Operations Specialist and then to Consultant Assistant.- Drafted loan documents, participant distribution packages , and IRS correspondence letters.- Assisted in tax filings by electronically filing 5500 tax returns. - Prepared 1099 forms for participant distributions. - Processed participant loans and distributions- Communicated with clients in consultants absence

Established thriving Massage Therapy business in Powell, Ohio. Worked tirelessly to build client relationships, create brand awareness and a great reputation in my community. - Created brand awareness through logo, website, brochures, business cards, social media and online testimonials- Implemented all office procedures including client forms, disclosures, scheduling and filing systems in both paper & electronic formats- Assessed clients symptoms and needs, created an extensive massage treatment plan and performed massage therapy. Modalities included: Swedish Massage, Trigger Point Therapy, Prenatal Massage, Aroma Therapy, Chair Massage and Reflexology- Bookkeeping accounts payable and receivable, filed sales taxes, ran credit card sale reports and prepared tax information for CPA

Assisted in the care of both mom and baby while in the hospital. Performed daily unit operations to coordinate treatment between OBGYN offices and hospital staff.- Performed Daily Unit Operations utilizing OBTrace View, McKesson STAR, HPF/QCI- Medical Billing entering charges for EM Triage, Labor, Postpartum and Antepartum- Medical Record Keeping by obtaining and managing prenatal records- Surgery Scheduler Coordination of C-sections and inductions - Patient Care including mom and infant

-Landlord- Subleased to 3 other LMT's at this location.-Massage Therapy- assessing clients, creating a massage plan and performing massage therapy.-Marketing / IT- including creation of website, Facebook page, business cards and brochures.-Book keeping- including income and expense logs, filing sales taxes and preparing tax info.-Office procedures- creating all client forms, scheduling and filing systems paper and electronic.