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