WRI provides a highly diverse suite of specialized scientific and engineering expertise, intellectual property, and research and development equipment and facilities with emphasis in asphalt, biomass, hydrocarbon, and polymer resources for energy and material applications.

- Helped coach the Eliason team on best practices in the realms of financial planning, client relationship management, and business efficiencies. - Determined clients expenses, income, insurance coverage, financial objectives, tax status, risk tolerance, or other information needed to develop a holistic financial plan. - Advised on strategies for clients in insurance coverage, investment planning, cash management, and other areas to help them reach financial objectives. - Reviewed client accounts and plans on a regular basis to understand if life or economic changes, situational concerns, or financial performance necessitate changes in their plan. - Prepared or interpreted financial document summaries, investment performance reports, and income projections for clients. - Explained and coached on retirement benefit plan policies, procedures, and requirements to eligible employers and employees. - Conducted group benefits presentations and/or individual interviews with employees regarding retirement and pension options. - Ensured retirement plans are administered in accordance with company, state, and federal guidelines and regulations.