Lilly joined the KFG team in July 2014. She holds a bachelor’s degree in English from South Dakota State University. After graduation, Lilly and her husband moved to Washington State to begin their careers. While in Washington, Lilly 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 was born in Iowa, raised in various parts of the Midwest and graduated high school in Eastern South Dakota. After living in Washington State and Montana for five years, Lilly and her family decided to move to the Black Hills to raise their family in 2013. Their family spends most of their time making improvements to their small homestead and embarking on entrepreneurial adventures.
What Lilly Does All Day
Client Services. Creating an excellent client experience is my number one priority as Client Service Specialist, and that starts with the initial contact a person has with our firm. Getting to know new people and finding out how our services match up with a person’s needs is something I truly enjoy. I schedule initial interview meetings, new client onboarding meetings, and client review meetings. I also ensure onboarding clients are on track with their “homework” before each meeting.
Account Manager. I work closely with our firm’s custodian, TD Ameritrade, to establish new accounts, maintain existing accounts, monitor transfers, and process client requests for cash (including processing of Required Minimum Distributions).
Planner Associate. Recently, I have been dabbling in financial planning work involving collecting client data and inputting it into our financial planning software programs. I am currently enrolled in the Registered Paraplanner course through College for Financial Planning so I can further expand my knowledge within the financial planning world to better serve our clients.
If there is time during the day when I am not occupied by my roles, I am working on miscellaneous projects that help improve processes. The general focus of my projects is our CRM (client relationship management) software, ShareFile, and the client-only area of our website.