-Work with clients to create financial and investment plans that work for them

-Design, implement, troubleshoot, and maintain automated CRM processes that simplify and systemize service to our clients, while minimizing missed steps and wasted time -Execute actions on client accounts, such as Roth conversions, IRA contributions, indirect (backdoor) Roth IRA contributions, RMD distributions, and more-Document, review, and update processes to be more efficient, useful, and client-friendly-Prepare for client meetings by reviewing past communication and meeting notes, updating information, using tax software to analyze taxes and create scenarios, and updating financial plans-Perform billing audits and quarterly compliance testing-Track and ensure that all clients receive the annual services needed (RMDs, IRA contributions, etc.)

- meet with clients 1 on 1 to answer their financial and investing questions and help them get on track towards their goals - one time, one hour, advice-only financial planning sessions with no sales, no commissions, and no conflicts of interest

-Founded business to demystify money and pair financial education with application to individual’s lives and integration with their values and goals-Created signature program, Level Up Your Finances, to walk people through understanding more about themselves, developing their knowledge about investing, taxes, and initial retirement planning, and applying it to their own unique situations-Guide and support students through workbook feedback, live one on one meetings, and app-based messages-Hold one-time Strategy Sessions to help clients understand their overall financial picture and plan next steps-Record and edit course videos using Camtasia software; create engaging visuals and infographics using Canva-Create step by step blog posts to walk people through the process to, for instance, invest with Fidelity-Create and maintain everything necessary in an online business, including website and social media

-Proactively advise, coach, and mentor first-generation and Pell-eligible undergraduate students in all majors -Develop strong relationships with students that help them feel connected, supported, and validated -Assist students with academic and career planning, campus involvement, study skills and time management, financial aid and campus resources, navigating college expectations, and preparing for post-graduation -Created a “Watch List” process to identify students of concern and connect them with tutoring at the beginning of the term, and then reach out to instructors for academic performance feedback in week 6, which allows counselors to proactively reach out to students with failing grades in time to make necessary changes (week 7)-Create, update, and submit the Annual Progress Report (APR), a critical document for grant funding annually-Previously held many additional responsibilities, including running the tutoring program, supervising student staff that offered regular workshops, and systematizing a weekly email-Maintain accurate records so that at any point, we know how many students we are serving-Assist with search committees, including serving as the Chair of the search committee and following all required processes to select a candidate and serving as Search Advocate for a bias-free search -Coordinated and co-coordinated the annual Summer Bridge experience, where we brought 25-50 students to campus for 5 days, including planning, scheduling, logistics, food, supervising peer mentors, and more-Work closely with data managers to create a database and correct the data going into it-Send educational emails about student loan repayment, smart money management, emergency funds, and more -Create and lead financial workshops such as Smart Money Management and Credit Cards 101

-Pitched, created, and taught ALS 109X - Planning Your Financial Future for students nearing graduation-Developed a curriculum that started with students considering their own relationships with money, then moved into setting meaningful goals before it finally led to the educational information around banking, debt, credit, large purchases, investing, taxes, budgeting, and more -Empowered students to make big and small changes in their financial lives, such as moving their savings into an HYSA, opening a Roth IRA, getting their first credit card, and budgeting based on time spent

-Meet with new and returning students for one-on-one appointments to discuss major and career exploration, course planning and scheduling, academic regulations, academic support, campus involvement, and how to utilize online tools-Collaborate with first-year students placed on Academic Warning in order to identify barriers to success, create an action plan, encourage the use of resources, and monitor progress toward good academic standing-Teach ALS 114, Career Decision-making recitation, including facilitating weekly learning, reflection, and discussion activities, grading assignments, and meeting with students as needed to support them in their process-Worked with students during orientation to create a list of fall courses while considering student interests, goals, and abilities as well as potential majors and academic requirements-Supported the program through updating the open class list, presenting information about the advising and scheduling process to groups of 12 students, and assisting students to determine the correct major at the Change of Major table

-Created Academic Advising Handbook for current and future advisors within the college -Developed degree maps to help psychology, philosophy, fine arts, and foreign language students plan and connect academic and non-academic experiences

-Researched best practices in town and gown issues and campus offices for students living off-campus-Collaborated with campus partners to educate students about livability issues and plan for future programming-Used Drupal to create and maintain program webpage with information about students living in community off campus

-Served 1,700+ hours of national AmeriCorps service in a non-profit organization that specializes in college access and completion -Advised underrepresented high school seniors, including low-income, first-generation, undocumented, and students of color, on college-going process-Reviewed college applications, edited essays and resumes, created financial literacy lessons, taught study skills and time management, introduced students to available campus resources, and supported students in their transition to college-Helped students and parents file Free Application for Federal Student Aid (FAFSA) and compare financial aid award letters -Worked closely with staff to customize Salesforce data management system and educate coaches on its use-Supported human resources by reviewing resumes, interviewing and ranking candidates on specific criteria, recommending new hires, maintaining blog with helpful information, and mentoring future coaches-Gathered and analyzed feedback about scholarship website and worked closely with web developer to implement suggestions