At Clarity Financial Planners, I’ve driven back-office operations, wealthtech architecture, and compliance for an RIA managing over $148M in AUM. I led the migration of 90%+ of active clients from Charles Schwab to Altruist and built Orion reporting and custom-query infrastructure to improve operational visibility.
I’ve worked remotely since 2016, supporting high-net-worth client onboarding, complex retirement rollovers, secure money movement, tax planning workflows, and client lifecycle reporting. I use tools including HolistiPlan, Redtail CRM, Microsoft Power Automate, Vanguard Portfolio Analytics, ByAllAccounts, and Pontera to reduce manual work, strengthen data integrity, and support compliant client service—including a Missouri state audit completed with zero deficiencies.
