Every great Financial Game Plan has a lot happening behind the scenes, and that’s where you’ll find me. As a Registered Assistant at Vantagus Wealth, I support our financial advisors by keeping meetings, paperwork, and follow-up running smoothly. Some people view financial planning as only investment advice, but I’ve seen how much more it can be. What I enjoy most is watching clients gain clarity and confidence as they work through the process with our advisors.
My days are spent making sure that process feels seamless. I coordinate meetings, gather the information our advisors need to build each client’s plan, prepare materials for review meetings, and follow up so nothing falls through the cracks. When a client has a question, I take pride in making sure it gets to the right advisor quickly.
The best part of my role is the relationships. Getting to know clients over time, hearing where they came from and where they want to go, and seeing the relief they feel after meeting with our advisors is what energizes me. I’m also continuing to learn and grow in this industry, with the goal of one day serving clients as a financial advisor.
Outside of work, I love spending time with my wife, Ellie, going for long walks, and learning through YouTube and audiobooks. I’m also a proud Chicago Bears fan!