MEET OUR AWESOME TEAM
WE'RE PRETTY COOL, IF WE DO SAY SO OURSELVES
KATELYN
founder + ceo
ERIN
chief operating officer
ALYSSA
president
JON
chief financial officer
KRISTA
client success & team development manager
CHRISTINE
client success & team development manager
HEATHER B.
business development specialist
COURTNEY
client operations specialist
DUSTIN
client operations specialist
ISABELLA
client operations specialist
KAYLA A.
client operations specialist
HEATHER H.
client operations specialist
KIMBERLEE
client operations specialist
LISA
executive assistant
MATT
client operations specialist
IAN
client operations specialist
PAM
executive assistant
KAYLEE
marketing specialist
MADDY
marketing assistant
ADVISOR BACK OFFICE SUPPORT
REDUCING CYCLE TIMES
INCREASING SALES REVENUE
PROPRIETARY TRAINING + WORKBOOK