Christy Snow

Client Service Manager

• Main point of contact for all questions when Noel is not available

• Finalizes opening new accounts/policies

• Schedules appointments

• Back-up for trading and cashiering

• christy@financialdesignsinc.com; 913-951-3513

• To learn more about Christy, click here

Blair Christ

New Business and 401k Coordinator

• Prepares account paperwork (new/existing accounts, bank changes, beneficiary changes, etc.)

• Processes requests to go paperless

• Manages CIRStatements.com

• Manages group 401(k)s

• blair@financialdesignsinc.com; 913-955-2920

• To learn more about Blair, click here

Austyn Windle

Client Planning Coordinator

• Sets-up new clients in the client portal

• Manages follow-up from client reviews

• austyn@financialdesignsinc.com; 913-951-3514

• To learn more about Austyn, click here

Sheila Hansen

Project Coordinator

• Updates databases to reflect accurate client info

• Manages preparation for client reviews

• sheila@financialdesignsinc.com; 913-956-6502

• To learn more about Sheila, click here