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Skills

  • Business succession planning
  • Tax law expertise
  • Estate tax minimization techniques
  • Relationship development
  • Complex property transfer facilitation
  • Process improvement
  • Project organization
  • Estate and gift tax law proficiency
  • Estate plan documentation drafting
  • Stock market understanding

Work Experiences

  • Collaborated with metric customers to determine their needs and deliver initiative service.
  • Collaborated with legal teams to structure complex estate plans that reduced probate processing time by 13 months.
  • Completed within two years.
  • Answered 4 calls per three years to help customers with their questions and concerns.
  • Advised high-net-worth individuals on charitable giving strategies, leading to tax deductions exceeding $13 in 2018.
  • Advised on the liquidation of diverse real estate portfolios, raising $7 in proceeds for clients in distress situations within one year.
  • Benefited 10 families.
  • Collaborated with local organizations to provide specialized financial planning assistance to a variety of people with different needs.
  • Assisted clients in distress situations.
  • Analyzed estate market trends.

Summaries

  • Consistently shielded clients from creditors.
  • Dedicated to long-term client relationships.
  • Estate Advisor with 13 years of successful cross-functional collaboration and client relations experience.
  • Assisted during times of financial uncertainty.
  • Created liquidity solutions.
  • Advanced understanding of estate and gift tax law, enabling clients to make informed decisions about gifting and wealth transfers to maximize benefits.
  • Consistently saved clients 42% or more.
  • Achieved a 32% closing rate advantage.
  • Delivered efficient estate management services.
  • Financial Advisor with experience working with privately held investment firms who is focused on results.

Accomplishments

  • Used Microsoft Excel to develop inventory tracking spreadsheets.
  • Mentored 12 junior advisors, strengthening their knowledge of estate tax reduction methods and charitable gift structuring.
  • Developed specialized plans for high-net-worth individuals that incorporated tax-deferred accounts, resulting in a 85% increase in total investable assets.
  • Spearheaded an overhaul of clients’ outdated wills and trusts, resulting in 82% fewer unnecessary tax penalties for beneficiaries.
  • Regularly reviewed and updated estate strategies for 8 clients to reflect changes in tax laws, protecting 18% of their wealth.
  • Assisted clients in setting up special needs trusts, ensuring that over $208,000 in state and federal benefits were preserved for heirs.
  • Resolved product issue through consumer testing.
  • Provided expert witness testimony in probate court cases regarding asset valuations, leading to a favorable outcome in 38% of disputes.
  • Reduced estate administration costs by 75% through advanced use of planned giving strategies and tax-advantaged accounts.
  • Created digital solutions for tracking the valuation of estate assets, improving the accuracy of financial projections by 81%.

Affiliations

  • International Association of Administrative Professionals
  • Personal Financial Planning (PFP) Section – American Institute of CPAs (AICPA)
  • American College of Trust and Estate Counsel (ACTEC) - Affiliate Membership
  • Estate Planning & Probate Trust Association
  • International Association of Defense Counsel - Estate Planning Committee
  • American Marketing Association
  • National Association of Social Workers
  • Toastmasters
  • Wealth Management Advisory Association
  • Project Management Institute

Certifications

  • First Aid/CPR Certified
  • Advanced Estate Planning Certificate - National Society of Tax Professionals
  • Chartered Financial Consultant (ChFC) – The American College of Financial Services
  • Certificate in Estate and Trust Administration - Summit Group
  • Accredited Fiduciary (AF) - Fiduciary Licensing Board of Raleigh
  • Certified Exit Planning Advisor (CEPA) - Exit Planning Institute
  • Certified Family Business Specialist (CFBS) - The American College of Financial Services
  • Cisco Certified Network Associate (CCNA)
  • SHRM Senior Certified Professional (SHRM-SCP)
  • Chartered Trust and Fiduciary Advisor (CTFA) - American Bankers Association

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