New Heights Solutions was formed in 2017 to help financial planners run efficient practices.
We leverage our knowledge of process efficiency, technology, and financial planning to provide solutions that are best for your business and budget.
Whether you are looking for a Virtual Assistant or a Tech Geek, we are here to help!
Building efficient business processes and evaluating the many different technology solutions on the market today can be a daunting task. As a business owner and financial planner, you want to focus on what matters: building relationships with new clients, growing your business, and providing excellent service to your existing clients.
Check out our services page to learn more, or keep scrolling to meet the team!
Meet the Team
Co-Founder | Paraplanner | Process ConsultantAfter passing the CFP® exam in 2016, Dan launched his own RIA, serving the aviation community, and began to officially change careers. While launching the financial planning firm, Dan realized he enjoyed the operational aspect of the business, researching the best technology options and building efficient business processes.
Dan is relying on his own experiences as an RIA owner and background in business analysis to help other RIA owners with building or optimizing their practice.
When Dan isn’t geeking out, you will find him on the road with his wonderful wife Tracy. Dan and Tracy both love traveling, and are currently house sitting their way across the country! If you’re intrigued, you can visit their blog, The Money Smart Nomad.
Co-Founder | Virtual AssistantTracy graduated with a Health Promotion and Wellness degree from the University of Wisconsin – Stevens Point. She spent the next 6 years in the Health/Wellness Industry planning and coordinating logistics for employee health screenings, and being the main point of contact for her clients.
Tracy has always enjoyed working in client service roles, developing relationships with clients and helping them implement programs and events. She was thrilled to recently start helping her husband Dan expand his businesses full-time! Administrative and networking knowledge are just a few of the many strengths she brings to the team.
When she’s not working, Tracy loves traveling, hiking, scrapbooking, and watching the Chicago Blackhawks!
Virtual AssistantWorking in customer and client services for over 7 years, Maria enjoys building strong relationships with her clients and providing them with exceptional service. To Maria, nothing compares to a client’s reaction when we have exceeded their expectations and allowed them to focus on what matters: growing their business.
Balance is an important part of Maria‘s life and nothing says balance like her love of running and cooking – you can usually find her running on the trail or running around the kitchen.
Kate earned her Certificate in Financial Planning from Belmont University and is a Candidate for CFP® Certification. She was recently awarded the NAPFA Genesis CFP® exam scholarship. She serves as Director of Public Relations for FPA of Middle Tennessee and writes for a number of publications including Financial Planning Magazine, MagnifyMoney, Society of Grownups,
C Garrett Moore
Send us your e-mail below to make sure you get all our tips on technology and practice management for financial advisors!