Who I Work With

I help small business owners save time by managing operations and administrative tasks—so you can focus on your clients, grow your business, and stay on top of what matters most. I specialize in supporting independent advisors, small firms, and professionals who value reliable, structured support to streamline operations, enhance client management, and improve overall workflow efficiency.

Essential Support

Strategic Growth & Engagement

• New Client Onboarding

• Document Workflow Management

• Updating the client's personal and beneficiary information

• General administrative support to keep operations running smoothly

• Scheduling & Calendar Management

• Full-Cycle Onboarding Coordination (guiding clients through all steps from data collection to activation)

• Coordination with custodians, vendors, and internal teams for standard/admin requests

• Comprehensive Client Communication (phone, email, text)

• ACAT Transfers, Rollovers & Account Movements

• Processing Contributions, Distributions & RMDs

• Proactive Account Oversight & Transfer Monitoring until the account is fully established

• Monthly Planning & Execution of Client Engagement Events (appreciation & outreach)

• Strategic Event Planning to introduce clients’ family and friends to the advisor

• Weekly Strategic & Operational Meetings with firm leadership

Best for: Firms seeking dependable back-office support to strengthen efficiency and day-to-day workflow management.

Best for: Firms focused on enhancing operational efficiency, elevating the client experience, and creating scalable infrastructure for growth.

Best for: Practices looking for a strategic operations partner to elevate high-touch service and oversee firm-wide initiatives.

Focus: Improve efficiency, client satisfaction, and scalability by optimizing systems and reducing workload.

Focus: Administrative support to ensure smooth office operations, accurate and compliant accounts, and fully prepared documentation for client interactions.

Focus: Operate as your Client Service Manager — providing proactive management, operational excellence, and an exceptional client experience.

Advanced Account Management

*My services are customized to your firm’s specific workflows and priorities, ensuring seamless support that saves time, improves efficiency, and allows you to focus on growth.

Includes all Tier 1 services, plus:

Includes all Tier 2 services, plus:

12+ years of experience providing precise, reliable, and confidential support to busy professionals.