Bio: Operations Evangelist 20 years of experience in the Financial Services industry across Wealth Management, Asset Management, Banking, and Trust.

Bio: Owenby Jones Wealth Management Paraplanner/Insurance

Bio: Director of Information Technology

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Bio: Planning and Project Manager

Bio: DOO based in Scranton, PA

Bio: Client Dreamweaver who loves to garden and travel

Bio: Operations Director, wife, mother and doggie mamma.

Bio: Director of Operations - Ouellette Wealth Management Group

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Bio: Founder of Simplicity Ops - We teach financial advisors how to run better businesses

Bio: Implementation Specialist at Simplicity Ops