Organizational pro and administrative extraordinaire Olivia sees first-hand the hard work the entire team puts in to manage each client’s portfolio and plans.
“People think they come in, put their money in, and that’s it,” she says. “But there’s this day-to-day attention that we pay to each client and what may affect them. We try to stay on top of and ahead of every bump in their plan. There’s never a quiet day. It’s always ˜What can we do for this person?'”
And while it’s Olivia who will probably greet you when you call the office or pop in for a meeting, she wants you to know she’s just the first in a multi-disciplinary team that’s thinking about you every day.
In 2020, Olivia earned the Chartered Retirement Planning Counselor™ (CRPC®) designation which is awarded by the College for Financial Planning to individuals who complete a comprehensive program designed to help master the entire retirement planning process. As a CRPC® designee, Olivia is better prepared to assist the Financial Coach advisory team by using the knowledge she’s gained to focus on the pre-and post-retirement needs of our clients.
“It’s not one advisor, we have a seven-person crew. That’s seven different heads that go together for every transaction, every move. More is always better than one.”