Avp, Advanced Planning Consulting
CurrentCurrently, I lead Osaic's Advanced Planning team and our new Outsourced Paraplanning initiative. Over the last 12 months we’ve doubled our team size, rolled out new training programs, and invested heavily into industry-leading tech platforms with the goal of supporting our financial professionals transform from transactional to relational. We believe in the value of a true Wealth Management professional and are building the resources to support that journey.