Sarah Hensley, Fpqp™

Sarah Hensley, Fpqp™ Email and Phone Number

Financial Paraplanner with expertise in small business and marketing @ Kaizen Financial Advisors, LLC
kirkland, washington, united states
Sarah Hensley, Fpqp™'s Location
Evans, Georgia, United States, United States
About Sarah Hensley, Fpqp™

With over 10 years of experience in the investment management industry, I am a Financial Paraplanner Qualified Professional (FPQP™) and the owner of Keg Creek Board Shop, a custom watersports pro shop. I have a passion for helping clients achieve their financial goals and dreams, as well as selling high-quality gear for outdoor enthusiasts.As a Financial Paraplanner, I supported multiple advisors in financial data research, collection, and interpretation, initial case analysis, client meeting preparations, and financial planning deliverables. I also contributed to event planning, marketing, and social media collaboration, enhancing the firm's brand awareness and customer loyalty. As the owner of Keg Creek Board Shop, I apply my skills in financial and investment analysis, customer acquisition and retention, to grow and sustain a profitable and innovative business.

Sarah Hensley, Fpqp™'s Current Company Details
Kaizen Financial Advisors, LLC

Kaizen Financial Advisors, Llc

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Financial Paraplanner with expertise in small business and marketing
kirkland, washington, united states
Website:
kaizenfa.com
Employees:
6
Sarah Hensley, Fpqp™ Work Experience Details
  • Kaizen Financial Advisors, Llc
    Client Service Administrator
    Kaizen Financial Advisors, Llc Feb 2024 - Present
    Kirkland, Washington, United States
    View
  • Keg Creek Board Shop
    Owner
    Keg Creek Board Shop Jun 2015 - Present
    Appling, Georgia, United States
  • Richard Young Associates, Ltd.
    Financial Paraplanner
    Richard Young Associates, Ltd. May 2015 - Mar 2022
    Augusta, Georgia
    Financial Paraplanner for advisors, John Travis, MBA, Dave Ramsey SmartVestor Pro; Steve Marbert, CFP, Dave Ramsey SmartVestor Pro; Josh Marbert, CPA, MBA; Ryan Borders, and Matthew Travis, CFP. Financial data research, collection and interpretation, initial case analysis, client meeting preparations, advisor support, event planning, marketing, social media collaboration, firm process and technology R&D.
    View
  • Ameriprise Financial Services, Inc.
    Client Service Coordinator
    Ameriprise Financial Services, Inc. Aug 2012 - May 2015
    As the face of the practice, I am responsible for the first impression of everyone that we come in contact with. I strive to make this a pleasant and memorable experience. As well as client service, I take pride in taking great care of the details so my advisors can do what they do best, advise. This support includes, gathering financial information from clients, application processing, preparing client correspondance, coordinating and hosting marketing events and activities, preparing client meeting materials, attending client meetings, and assisting advisors with financial planning letters and deliverables.
  • The Singing Princesses
    Co Owner
    The Singing Princesses May 2011 - May 2015
    Augusta, Georgia Area
    Princess Parties and Special Events
  • Augusta Pediatric Associates, Llc
    Manager Assistant
    Augusta Pediatric Associates, Llc 2002 - 2010
    Augusta, Georgia
    Assistant to the front office manager.
  • North Georgia Eye Clinic And Surgery Center
    Insurance Coordinator
    North Georgia Eye Clinic And Surgery Center 2003 - 2007
    Gainesville, Georgia

Sarah Hensley, Fpqp™ Education Details

Frequently Asked Questions about Sarah Hensley, Fpqp™

What company does Sarah Hensley, Fpqp™ work for?

Sarah Hensley, Fpqp™ works for Kaizen Financial Advisors, Llc

What is Sarah Hensley, Fpqp™'s role at the current company?

Sarah Hensley, Fpqp™'s current role is Financial Paraplanner with expertise in small business and marketing.

What schools did Sarah Hensley, Fpqp™ attend?

Sarah Hensley, Fpqp™ attended College For Financial Planning, Augusta State University, Columbus State University, Lakeside Highschool.

Who are Sarah Hensley, Fpqp™'s colleagues?

Sarah Hensley, Fpqp™'s colleagues are Laurie Klein.

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