Every Financial Plan has a starting point. Whether you're working with a Financial Planner for the first time, or in the process of transitioning to a new planning relationship the foundation has to be set. At Genesis Wealth Planning we focus on helping client's identify what's most important to them personally, professionally, and financially. Once we've identified their #goals we turn our efforts is establishing a plan that allows client's to live their best life today while planning for a successful financial future tomorrow!Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). Securities products and advisory services offered through PAS, member FINRA, SIPC. Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. PAS is a wholly owned subsidiary of Guardian. Genesis Wealth Planning, LLC is not an affiliate or subsidiary of PAS or Guardian. CA Insurance License Number - 0M50974. This material is intended for general use. By providing this content The Guardian Life Insurance Company of America, Park Avenue Securities LLC, affiliates and/or subsidiaries, and your financial representative are not undertaking to provide advice or make a recommendation for a specific individual or situation, or to otherwise act in a fiduciary capacity. Guardian, its subsidiaries, agents and employees do not provide tax, legal, or accounting advice. Consult your tax, legal, or accounting professional regarding your individual situation. Links to external sites are provided for your convenience in locating related information and services. Guardian, its subsidiaries, agents and employees expressly disclaim any responsibility for and do not maintain, control, recommend, or endorse third-party sites, organizations, products, or services and make no representation as to the completeness, suitability, or quality thereof.

It all begins with principals & an order of process. Without that, financial planning & wealth management plans have little focus, can’t be custom/personalized, & fails to reach short & long-term goals/concerns. My process is designed to improve the lives of my peers, young professionals, young families, entrepreneurs, & business owners with unique financial situations & busy lives. I engage with my clients in a discovery process that analyzes their current situation, uncovering goals, obstacles, & identifying a clear plan to enable them in reaching their desired lifestyle. They gain valuable insight into what they need now & what it will take to get where they want to be. Our financial planning process is comprehensive & focused yet educational.

-Greet customers upon entry-Take in cleanings-Process pick-up transactions-Show/Sell specific jewelry pieces, i.e, wedding bands, earrings, bracelets, necklaces, etc.-Serve drinks to customers while they are waiting-Work with customers until a certified gemologist is available

- Professionally represent the full complement of Adhesion managed services in a pre-defined territory or market division determined by the Head of Sales. - Actively introduce advisors to the Adhesion Platform and through a consultative sales process to determine the appropriate set of options for that firm, highlighting the managed investing and overlay portfolio management capabilities of the platform.- Deliver recurring revenue from closing contracts with advisors and continuously selling into those advisors as additional features become appropriate for each advisor.- Develop a large pipeline of viable advisor candidates through coordinated prospecting with the Head of Sales and through active networking in the industry.Maintain the pipeline of opportunities and client profile through active updates to the sales tracking system.- Actively demonstrate the Adhesion Platform's capabilities of advisor facing dashboard tools for conducting business and performance reporting. - Attend sales conferences and other company sponsored sales events as requested.- Maintain the Sales Team Demo platform for ongoing use of specific scenarios.- Lead and coordinate custodian specific webinars on an ongoing basis to maintain the expansion of interest and education of the Adhesion platform. - Provide Sales support to the Regional Solution Consultants within the Sales Team and maintain level of education as new features are developed. - Attend Production and Development meetings as needed in order to relay feedback our Sales Team has received from direct users of the Adhesion platform.

• Reconcile investment balance outages, perform ad-hoc reporting, and provide other transactional support for clients.• Research and resolve performance anomalies.• Complete daily posting and reconciliation of client custodial data feeds and UMA trading platform.• Research corporate action details and process changes to client accounts accordingly. • Act as the main point of contact for client-related, tactical issues, both internally and externally.• Assist in the collection and prioritization of product enhancement requests; participate as stakeholder in product documentation efforts, and support product user acceptance testing efforts to ensure quality of product platform for client use.• Act in project management function for large-scope, client related issues, and as consultant to other teams in the company on special project expectation setting, planning and scheduling.

- Review invoices for cost and non-cost applicability and contract adherence. - Communicate with carriers and team members to resolve invoice concerns. - Manage client issues and resolve client concerns. - Coordinate payment requests with Accounts Payable management team.

-Managed QuickBooks account for company.-Deposited checks, received payments, entered invoices, entered bills, etc. -Reconciled credit card statements; Recorded journal entries.

-Assisted store customers; provided technical support in store showroom & on phone.-Managed customer inquiries, complaints, and billing questions. -Processed cash, credit, and check transactions.-Restocked sales floor and became knowledgeable about our products.