I have provided virtual paraplanner and administrative support services to financial planners for several years. My goal is to help you free up your time so you focus less on administrative and paraplanning functions, and more time on more profitable client interactions and business growth.

Prior to working with financial advisors as a Virtual Assistant/Paraplanner, I worked in a corporate environment for 20+ years, providing executive-level administrative support.

To prepare for my current career as a Virtual Assistant/Paraplanner, I have received intense specialized education and training in financial planning and working virtually:

October 2012: Certified as a Registered ParaplannerSM by the College for Financial Planning.

July 2012: Passed the test for certification as a Registered ParaplannerSM following completion of the comprehensive Foundations in Financial Planning course offered by the College for Financial Planning.

September 2009: Certified as a Virtual Paraplanner by the Alliance of Cambridge Advisors, as a member of ACA’s first training class

May 2008: Completed the Virtual Training Program at AssistU

I am a charter member and past president of Cutting Edge, the first virtual chapter of the International Association of Administrative Professionals.

My faith is a huge part of my life.  I base everything I do and every decision I make within the context of whether it is true to my faith and beliefs.  Following that rule tends to keep me grounded and on the right track.

The other factor that keeps me grounded is my sense of humor. I love to laugh…at myself…at others…at situations.

I currently reside in the Midwest, where I spend a great deal of time trying to keep up with my three young grandsons.  (I’m not sure if they are keeping me young or aging me before my time.)

 

REGISTERED PARAPLANNERSM and RP® are service marks of the College for Financial Planning.