Meet Our awesome team
we're pretty cool, if we do say so ourselves
katelyn
founder + ceo
alyssa
president
Jon
chief financial officer
lisa
executive assistant
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
heather H.
Client Operations Specialist
isabella
Client Operations Specialist
kayla
client success & team development manager
kimberlee
Client Operations Specialist
megan
client success & team development manager
stephanie
Client Operations Specialist
kaylee
marketing specialist
maddy
marketing assistant
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Kayla a.
Client Operations Specialist
ADVISOR BACK OFFICE SUPPORT
REDUCING CYCLE TIMES
proprietary training + workbook
increasing sales revenue