Blaine serves as a Client Services Coordinator at Impact Wealth Management and provides administrative support for many of the non-licensed planning and operational activities that take place behind the scenes.
She assists with client account servicing, account transfers, onboarding activities, data analysis, and business reporting, helping ensure that our planning process runs smoothly and efficiently. While much of her work happens behind the scenes, it plays an important role in helping us provide a seamless client experience.
Outside of the office, Blaine enjoys spending time with her family, going on unique adventures, catching the latest movies, and exploring up-and-coming restaurants