As an Online Business Manager and Virtual Support Specialist, I help Certified Financial Planners and online service providers optimize their operations and elevate client experiences. My expertise spans CRM setup, automation, task management, and creating efficient workflows so you can focus on growth and delivering top-notch service.With nearly 20 years as a pharmacy technician before entering the virtual support world, I learned the importance of excellent customer service and streamlined systems. Now, I use those skills to help businesses thrive by specializing in platforms like Wealthbox, Zapier, and key financial planning tools such as AdvicePay, Schwab, Capitect, RightCapital, PreciseFP, and Orion.I'm also the co-founder of Grace & Luxe LLC, alongside my best friend, Ashley Boyd. As two moms navigating life with young kids, Ashley and I share a passion for supporting overwhelmed service providers. At Grace & Luxe, we handle everything from daily operations and systems management to high-level strategy and launch support. Our goal is to streamline your business, allowing you to focus on what you do best. With a wide array of services that cover everything from task management and automation to marketing support and client care, we make sure your business runs smoothly with plenty of grace and a generous dose of luxe.Whether you’re a Certified Financial Planner looking for specialized support or an online service provider in need of operational assistance, we're here to help you streamline your business, save time, and achieve your goals.A bit more about me:✔️At 5'1", I defied the odds and played college basketball my freshman year as well as four years of college soccer.✔️I’ve always loved the game of soccer and still dream of going pro one day (never too late to dream big, right?).✔️ Being born and raised in Philadelphia, I’m a die-hard Eagles fan! Fly, Eagles, Fly!🦅✔️When I’m not working, I’m usually outdoors with my husband, daughter, and our two dogs—a Husky and a German Shepherd—exploring new trails or tending to my garden.✔️I love getting lost in a good book whenever I have downtime, balancing the hustle of business with moments of quiet. My favorite book is Les Miserables. I was an junior in high school the first time I read it, and have devoured it several more times since.If you’re ready to streamline your business operations and achieve more balance, let’s connect and explore how you can grow your business with us at Grace & Luxe!