Teams at Arcadia Financial Group

Supports Financial Planners by gathering and analyzing client data, preparing comprehensive financial plans, insurance and annuity analyses, and meeting materials. Manages client follow-up, Medicare planning meetings, compliance documentation, CRM records, and planning workflows. Collaborates with internal teams to ensure accurate, timely case execution, supports rebalancing activities, and contributes to process improvements and exceptional client service.

Prepares, reviews, and files federal, state, individual, high-net-worth, small-business, partnership, and S corporation tax returns. Researches complex tax questions, ensures compliance and accuracy, manages deadlines, communicates with clients, and supports tax planning execution. Provides technical guidance, reviews colleagues’ work, trains team members, maintains documentation, resolves tax notices, and recommends process improvements.

Provides personalized client service, administrative coordination, CRM maintenance, meeting scheduling, office readiness, hospitality execution, and cross-functional operational support. Serves as a first point of contact, manages requests and follow-up, maintains client information, coordinates meetings and events, supports advisors and tax professionals, and ensures consistent, high-quality experiences across Arcadia’s offices.