About Us

Our Story

New Heights Solutions was formed in 2017 to help financial planners run efficient practices.

We leverage our knowledge of process efficiencytechnology, and financial planning to provide solutions that are best for your business and budget.

Our main focus is to fill the role of a “Client Service Associate” for our clients, but we are more than just task managers.  By working with many advisors, we have learned a lot about what works well, and what doesn’t work well.  We bring a mindset of continuous improvement to all of our Virtual Assistant clients and frequently suggest process improvements or help build workflows within CRM systems.

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 our entirely U.S.-based team!

Meet the Team

Tracy Kellermeyer

Tracy Kellermeyer

Co-Founder | CEO | Virtual Assistant

Tracy was the first Virtual Assistant to join our team! She started her career in account management in the Health/Wellness Industry planning and coordinating logistics for events and being the main point of contact for her clients. After that, she entered the Financial Planning Industry where she sourced and recruited Certified Financial Planners for a Recruiting Firm.

She started at New Heights Solutions in 2017 to offer Virtual Assistant services to Financial Advisors. Tracy has always enjoyed working in client service roles, developing relationships with clients, and has especially loved helping Advisors optimize their workflows and getting organized in their practices the last few years at NHS.  

As of 2021, Tracy’s role includes NHS sales/operations; hiring, training, and managing the Virtual Assistants on our team; and running the Recruiting Branch of the business.

Dan Kellermeyer, CFP®

Dan Kellermeyer, CFP®

Co-Founder | Consultant

After passing the CFP® exam in 2016, Dan launched his own RIA and began to officially change careers.  While launching the financial planning firm, Dan realized he more 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.

Esthefania Abreu

Esthefania Abreu

Virtual Assistant

Esthefania graduated with a bachelor’s degree in Legal Studies at the top of her class from Berkeley College of New York. She brings to NHS over 7 years of experience in Customer Service and over 5 years of combined experience in the administrative and legal fields.

Esthefania is passionate about providing high-quality results and she’s excited to use her organizational skills, attention to detail, and ability to communicate, to improve workflows and create a more efficient work setting for advisors.

In her free time, Esthefania loves to travel, read science fiction books, and spend time with her family.

Jessica Shugart

Jessica Shugart

Virtual Assistant

Jessica graduated with an Early Childhood Education degree from Miami University. She spent five years teaching elementary school. She brings 4 years of experience in office management and 2 years of experience as an assistant with an independent financial advising firm to NHS.

Jessica is passionate about helping others succeed. She is excited to assist advisors in growing their business and building relationships with their clients. Jessica wants your clients to feel confident about their choices. She will help you achieve your goals by performing administrative and client service tasks.

When she’s not working Jessica enjoys spending time outdoors with her family. She also loves reading, crafts, and baking.

Jordan Drake

Jordan Drake

Virtual Assistant

Jordan graduated from Western Colorado University with degrees in Business Administration and Accounting with an emphasis in Finance. He brings over 6 years expertise in accounting and office administration support. Jordan is fantastic at listening to the needs of the customer and exceeding them.

Having had his own businesses helps Jordan to understand the complex and ever-changing needs of others. He’s a solution finder and always falls into the role of helping others think outside the box.

Jordan travels full-time with his family in their RV. One of their goals is to visit all 50 states together in the next couple years.

Amanda Tokarski

Amanda Tokarski

Virtual Assistant

Amanda comes from a background in administration within the finance industry, as well as business ownership. She has over ten years combined experience in client relations, office management and marketing.

Amanda loves to help others succeed and is excited to see her Advisor’s achievements. She looks forward to helping take the heat off of the advisor so they can tend to building their business. Amanda takes pride in building a good relationship with an Advisor’s clients, being dependable, professional and resourceful. She is excited to work with you to build your business!

Amanda loves to travel with her daughter and fiancé, and her bucket list is lengthy. In her spare time she likes a good book and spending time outdoors.