• Data Management

  • Excel, Word, other MS programs

  • CRM - Salesforce, Redtail and others

  • Social Media Marketing

  • Research

  • Morningstar Workstation

  • Client followup and appt setting

  • Processing Custodian Paperwork (i.e. TD, Schwab, Fidelity and others)

  • Creation of PDF fillable forms

  • Use of cloud based systems

  • Support and Training of Staff

  • Skype, google Voice, other apps

  • Video conferencing

I have been working in the Financial Industry since 2001.  For the first 11 years I worked for an independent Broker as a Licenced Assistant, next 2 years for The Entrust Group facilitating alternative investments for clients and client services in Reno, NV. Moved to St. Peters, Mo after the housing industry tanked.  The Nevada economy could no longer support my husbands contracting business.  This is when I began my VA business with Dynamic Wealth Advisors, supporting a number of their advisors.  We loved Missouri and both our businesses thrived, but Steve said it was too cold - so here we are in the Hill Country of Texas. Kerrville has been our base since 2014.

  • Bachelors Degree Human Services and Counseling with a Minor in Economics

  • Certified Financial Educator - CFP - The Heartland Institute, Denver Co

  • 16+ years in the Financial Industry​ 

  • Assisted an Independent Broker via Securities America Inc, also worked with The Entrust Group facilitating Alternative investments within IRAs.

  • Held my Series 66 til 2012 - am now studying for my 65 - Again!!

  • Held my NV Insurance Licence til 2013

  • Alternative Investment Processes 

  • Active in my Christian Community where ever I go.

About Me

Knowledge Base & Skills

Areas I can Benefit You

Call to discuss your needs: +1.210-802-7818

Assisting Financial Advisors and small businesses in your growth and success

VA at Large