She’s a natural problem-solver with a knack for mapping out processes and bringing clarity to complex issues. Guided by curiosity, she doesn’t hesitate to dig into complicated documents to understand what’s behind them.

Cami is a Financial Paraplanner Qualified Professional (FPQP) an added capability that supports her work as an Assistant Fiduciary Services Administrator. In this role, she:

• Asset & Transaction Support: Assist with the transfer, tracking, and record maintenance of trust and retirement account assets and liabilities, and support the processing of receipts, distributions, and expenses, ensuring transactions are accurately documented and consistent with governing documents.
• Data Management & Organization: Collect, review, and organize client financial information and documentation, helping ensure completeness and accuracy for planning and administration activities.
• Investment Support: Assist with portfolio monitoring and maintenance by preparing reports and gathering data for investment reviews and ensuring alignment with established objectives.

• Compliance & Recordkeeping: Maintain organized, up-to-date client files and support compliance efforts by documenting activity and helping ensure adherence to internal processes and regulatory requirements.

When she’s not reviewing documents, Cami enjoys tackling 1,000-piece puzzles (especially White Mountain) or getting lost in a good mystery or thriller. She and her boyfriend also enjoy cheering on the Packers on game day.