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.
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
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®
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.
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.
Cania graduated with a bachelor’s degree in Business Management with an emphasis in Hospitality at the University of Missouri. She brings to NHS over 10 years of experience in guest service, sales, and business operations.
Cania is passionate about not only meeting but exceeding client expectations with impeccable service. She enjoys building rapport with clients, organizing data, and managing finances.
In her free time, Cania loves to spend time with her family, cooking, and taking trips with her friends.