Currently studying to become a Licensed Professional Fiduciary with a focus on trusts and estates.

Professional Fiduciary Pre-Licensee

Financial Planning Firm

• Manage client servicing, operations, and administration for Santa Rosa branch of financial planning firm.
• Manage and maintain calendars for 2 advisors which includes booking client meetings both via Teams/Zoom and in-person, arranging travel, and scheduling lunches and dinners. 
• Created an organized system of calendaring for advisors that is now used across all branches in the firm, increasing efficiency for both advisors and the client service team.
• Developed digital marketing strategy, manage client engagement and communication, and coordinate both virtual and in-person client events.
• Increased both open and click rate on client communication since assuming responsibility in 2020.
• In conjunction with 2 remote colleagues: manage practice operations, build CRM workflows, and ensure compliance regulations are consistently met. 
• Developed and executed training for Client Service Coordinator position at Santa Rosa branch and actively manage the employee in this role.

Client Services Manager

The Fountaingrove Club

Fitness Instructor (Spin & Swim)

The Airport Health Club

Indoor Cycling Instructor

• Managed hiring, training, and ongoing education for Indoor Cycling (IC) Program staff.
• Developed and directed special events and classes for IC Program.
• Directly responded to all member feedback related to IC Program.

Indoor Cycling Program Coordinator

Williams Selyem Winery

• Provided luxury tasting experiences for boutique Pinot Noir & Chardonnay winery. 
• Established a relationship with guests and gathered information about them to provide exceptional experiences for their future visits. 
• Regularly assisted in preparation and execution of private events and large parties at both wineries.

Tasting Salon Host

Lynmar Estate

Tasting Room Associate

MJ Everson Financial, Inc

• Over 5-year period met and exceeded all expectations to earn 50% ownership stake in financial planning firm.
• Managed the firm transition to fee-based, resulting in 100% revenue increase.
• Managed all service-related aspects of the firm: handled client calls, managed advisor’s calendar, booked meetings, acted as a liaison between clients, vendors, and prospects, and ensured a white-glove experience for all clients.
• Ensured all operations were in compliance with federal regulations.
• With co-owner, grew AUM 300% from 2010-2017.
• Planned and executed all client engagement events.
• Practice was sold to WealthSpring in 2017. Retention rate was 96%, due mainly to the strong relationships developed through our service and engagement.

Business Manager / Co-Owner

National Brain Tumor Society

*Beginning as a Patient Program Assistant, took calls from individuals and family of those recently diagnosed with a brain tumor. 
*Promotion to Program Manager included management of the Caregiver Training Program, where responsibilities were to plan and implement day-long workshops for caregivers at various brain tumor health centers across the U.S.  
*Additional duties included updating and redesigning a resource manual, updating various publications, and assisting with the distribution of a monthly newsletter.

Program Manager

*Excited to launch into the world of trust administration as a Licensed Professional Fiduciary.
*20 years of roles that have been client-facing and service-oriented.
*15+ years' experience in Financial Services with a focus on Practice Management (including using CRM and workflows to further develop and optimize operations), Digital Marketing, and Client Engagement.
*I LOVE technology and am quick to learn software. Comfortable on Mac and PC. Advanced knowledge of MS Office Suite, Adobe Acrobat, and Constant Contact. Experienced with several CRM systems. 
*Known for my ability to listen and communicate, organize, teach, and build meaningful relationships with different types of people and groups, both in-person and remotely.

*tl;dr: I love to build relationships with people, organize operations, create community, and use technology.

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