Lilly joined the KFG team in July 2014. She holds a bachelor’s degree in English from South Dakota State University. Originally from eastern South Dakota, Lilly found her way to the Black Hills after living in Washington state and Montana for the last five years. While in Washington, she gained invaluable experience and knowledge working with a fee-only financial planning firm, where she not only sparked an interest in the industry, but also a dedication to delivering quality service to clients.
Lilly and her husband Chris, an Army veteran, moved to Rapid City in 2013, where they are raising their two young children. Their family enjoys frequent trips to eastern South Dakota to visit family as well as exploring the beautiful Black Hills.
What Lilly Does All Day
If clients call or stop by the office, I am often the first person they talk to. As the Client Service Specialist, I schedule meetings with clients and prospective clients as well as greet visitors when they arrive at the office. Another related hat that I wear is the New Client Specialist, in which I assist new clients by scheduling their sequence of onboarding meetings and ensuring they are on track with their onboarding “homework”. I am often an initial point of contact for clients with general questions and also serve as an informational source for prospective clients.
I handle a range of client requests during a typical work day. Many of these requests are handled in my other role as Account Manager, which entails working closely with the firm’s dedicated service representative at TD Ameritrade to open new accounts, maintain existing accounts, and process client requests for cash.
If there is time during the day when I am not occupied by my roles, I am working on miscellaneous projects related to my roles that help improve processes. The general focus of my projects are related to our CRM (customer relationship management) software, ShareFile, and the client-only area of our website.