I work with an excellent team of advisors and administrative staff committed to providing clients with clarity and confidence around their financial futures by understanding their goals, collaboratively crafting achievable plans, providing ongoing financial education and guidance, and continually adapting each piece through life changes.

• Create and implement workflows ensuring Sage Advisors maintains compliance while remaining efficient.• Communicate with legal advisors in drafting procedures and client agreements as regulations change.• Engage with my team in understanding various pain points so we can build procedures that work in practice.• Lead in researching new technologies that increase company capacity and improve the client experience.• Assist in establishing and maintaining human resource… Show more • Create and implement workflows ensuring Sage Advisors maintains compliance while remaining efficient.• Communicate with legal advisors in drafting procedures and client agreements as regulations change.• Engage with my team in understanding various pain points so we can build procedures that work in practice.• Lead in researching new technologies that increase company capacity and improve the client experience.• Assist in establishing and maintaining human resource documents.• Determine the need for additional administrative staff and co-lead in making hiring decisions.• Evaluate company performance, suggest new ideas, and implement major business changes. Show less

• Prepped advisors for their meeting by researching client portfolios and running investment reports.• Opened new qualified and non-qualified investment accounts for clients.• Processed incoming checks to fund new and existing accounts.• Assisted in completing rollover and transfer paperwork for clients.• Helped build out the Sage Advisors website.• Revamped the entire physical and digital filing system.• Prepared presentations for 401(k) trustee and employee education… Show more • Prepped advisors for their meeting by researching client portfolios and running investment reports.• Opened new qualified and non-qualified investment accounts for clients.• Processed incoming checks to fund new and existing accounts.• Assisted in completing rollover and transfer paperwork for clients.• Helped build out the Sage Advisors website.• Revamped the entire physical and digital filing system.• Prepared presentations for 401(k) trustee and employee education reviews.• Worked with plan sponsors in shopping their 401(k) plans to various recordkeepers and TPAs to ensure 401(k) plans offered to participants provided a premium experience at an appropriate cost. Show less

Golf has always been a passion of mine, so it just made sense for me to spend summers working at a country club. I was very blessed during my time there, working with an excellent team dedicated to providing our members with the most unique experience possible. My favorite moment at Sahalee was working the 2010 U.S. Senior Open. It was fun being part of an event of that magnitude. My more common roles included tournament set up, general course maintenance, and getting to know and take interest… Show more Golf has always been a passion of mine, so it just made sense for me to spend summers working at a country club. I was very blessed during my time there, working with an excellent team dedicated to providing our members with the most unique experience possible. My favorite moment at Sahalee was working the 2010 U.S. Senior Open. It was fun being part of an event of that magnitude. My more common roles included tournament set up, general course maintenance, and getting to know and take interest in each of our members. Show less