As Operations Specialist, Rylee plays a key role in serving client needs and supporting the firm's financial planning team. Her primary responsibilities include supporting advisors, managing daily account operations, money movements, form processing, and client requests. She frequently participates in client meetings, handles post-meeting follow-ups, and manages the behind-the-scenes operational tasks necessary to ensure the client's needs are met. Every client can expect a friendly, prompt, and efficient experience when working with her.
Outside of work, Rylee enjoys spending time with family, friends, and her dog Angie. She also loves working out, going for walks, traveling, sports entertainment, and exploring new restaurants.