• Serves as the point person for operational strategy and execution• Vendor management• Reporting and quarter-end processes • Tech stack implementation and optimization• Compliance review support and employee education• Trading for cash management and portfolio rebalancing• Loves knowing she is part of a team that is making a meaningful impact on people’s lives and legacies• Enjoys analyzing back-office situations and challenges to improve efficiency and streamline processes, along with building and integrating systems to continually improve the client experience

We have been helping individuals, families, and institutions reach their financial goals for almost 30 years. Our advisors help clients with all aspects of their financial world, including investment management, estate planning, and tax planning and preparation. Our job is to know our clients well. We want them to have a complete roadmap for their financial future, and do not want this to be complicated. We would like our clients to be able to describe their plan for retirement or other goals in 60 seconds or less, and make it understandable to the listener. When you work with Verdi Wealth Management, we promise you will discover a level of advice & service that you never knew existed in a client-advisor relationship. Securities and advisory services offered through Commonwealth Financial Network®, member www.FINRA.org / www.SIPC.org, a Registered Investment Adviser. Verdi Wealth Management 412 E. Parkcenter Blvd. #325 Boise, ID 83706. 208-331-7858. The Financial Advisor(s) associated with this profile may only discuss or transact business with residents of states in which they are properly registered. Please check FINRA’s Broker Check for a list of current registrations. Review our Terms of Use: www.commonwealth.com/termsofuse.html.

The Tumwater Canyon is a river canyon in the state of Washington near where Ben Warren spent his childhood. In addition to its calm swimming holes and beautiful scenery, the Tumwater Canyon is famous for its Class V Rapids. The American Whitewater Association defines Class V rapids as “Extremely long, obstructed, or very violent rapids which expose a paddler to added risk. Drops may contain large, unavoidable waves and holes… Rapids may continue for long distances between pools, demanding a high level of fitness…Proper equipment, extensive experience, and practiced rescue skills are essential..” They are the type of experience that is dangerous to take on alone, but an experienced guide can take you through the dangers to places most people only dream of seeing. "We can’t think of a better metaphor for long term investing."​ We believe that real wealth – an income you do not outlive and a significant legacy to your heirs - is achievable for regular people. We believe that achieving real wealth is not driven primarily by investment performance but by investor behavior – making the right decisions at the critical moment. We believe good investor behavior is primarily a function of making a lifetime financial plan and sticking with it, ignoring the fads and fears of the moment. We invest with a buy and hold, long term investment strategy formulated based on a comprehensive financial plan. We do not attempt to time the highs and lows of the markets or individual investments. Comprehensive Financial Planning For: -Retirement -Risk Management -Education -Estate Planning -Parental Support -Cash Management -Corporate Retirement Plan Management -Long Term Investment Capital Management

BR Wealth Management is an Idaho-based independent team overseeing and coordinating the financial affairs of a select group of individuals and business owners throughout the United States. Opinions and comments expressed by LinkedIn Members are those of the persons submitting them and do not necessarily represent the views of the creator of this profile or their firm.

Chief Investment Officer

Devise and deploy business & marketing strategies for the launch and management of an independent financial advisory firm. Craft effective marketing plans targeting expanded market reach for new client acquisitions. Foster brand recognition and loyalty among clients by creating and overseeing the company’s brand identity and customer experience design. Manage operations to streamline business workflows. Responsibilities and accomplishments include:1. Contributed to company growth after launch2. Elevated online presence and facilitated client engagement by creating and managing website content.3. Produced sales materials, advertisements, and promotional materials targeting amplified client interest and conversions.4. Ensured adherence to SEC compliance regulations in all marketing efforts, mitigating legal risks and maintaining the firm's integrity.

THE ASSET CONSULTING GROUP, INC. is a company based out of 410 S. ORCHARD, SUITE 112, BOISE, Idaho, United States.

Tree City Advisors, LLC is a company based out of 1673 Shoreline Dr STE 140, Boise, Idaho, United States.

Northwestern Mutual is here for what’s most important—helping families and businesses achieve financial security for over 160 years. Through a distinctive big-picture approach, including both insurance and investments, we’re helping people navigate life and guide them to their goals today, and in the days to come. We combine the expertise of our financial professionals with a personalized digital experience and leading-edge technology to best serve our clients. With $265.0 billion in assets, $28.1 billion in revenues, and more than $1.8 trillion worth of life insurance protection in force, Northwestern Mutual delivers financial security to more than 4.5 million people who rely on us for life, disability income and long-term care insurance, annuities, brokerage and advisory services, trust services, and discretionary portfolio management solutions. The company holds more than $125 billion of client assets as a part of its wealth management company and investment services. We are strong supporters of our financial workforce nationwide as well as our home office professionals in Milwaukee, WI. We’re continuing to grow, and we believe diversity makes us stronger as we help shape the future of financial security. Help us get to know you by applying for open positions here: https://jobs.northwesternmutual.com/ Financial representatives and interns are independent contractors and not employees of Northwestern Mutual. https://www.northwesternmutual.com/social-media-guidelines

Interacted with executive leadership to create strategy, negotiate joint objectives and service deliverables, plan resources needs, and support the overall operations objectiveServed as project leader for projects regarding operations that directly lead to cost savings, expense reductions and processing efficiencies resulting in an increase of new Assets Under Management (AUM) of $20 million dollars in 2023Led a team in addressing customer support issues through effective problem management.Human Resources responsibilities encompassed performance management, salary administration, strategic planning, job description creation, applicant tracking system (ATS), training and development, workflow planning, hiring and disciplinary actionsServed as the primary contact for management to obtain clarification of problems and provided resolution for service issues and delaysInternally collaborated to address shared service delays and customer service issuesProvided recommendations regarding purchases and acquisition of hardware, ERP/CRM software and other equipment when requestedSupported the development and implementation of all operation policies, programs, procedures and work standards that maximize service results and efficiencyOversaw selection and implementation of a company-wide ERP/CRM system (Redtail) and electronic imaging/filing systemsEstablished and monitored service level agreementsWorked collaboratively with local and regional CPAs, insurance brokers, and attorney to establish a Center of Influence (COI) referral network, benefiting mutual clients. Led event and travel planning of events ensuring compliance with SEC and FINRA regulations for topics and published materialsAdministered 401(k) and SIMPLE IRA retirement plans by coordinating and collaborating with stakeholders and participants to create and maintain company-sponsored retirement plans achieving a 15% overall participation and an annual deferral rate increase of 1.5% in 2023