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 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!

Dan Kellermeyer

Dan Kellermeyer

Co-Founder | Consultant

After 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.

 

Maria Thompson

Maria Thompson

Virtual Assistant

Working 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.

Erin McIntosh

Erin McIntosh

Virtual Assistant

Erin brings 6 years of previous experience as an “in-office” executive assistant with an independent financial advising firm to the team at NHS.

While much of this position involved administrative work, Erin’s favorite part of the job was the relationships that she had the chance to build with clients and other people she worked with.  Erin’s true passion is being able to help people.  Whether that be through taking on tasks to allow advisors more time for other things or helping to give clients peace of mind that they are in good hands.  Erin is looking forward to working with new advisors and making connections to help build their business.

In her free time, Erin enjoys traveling, powerboating, and spending time with family and friends

Karla Fritz

Karla Fritz

Virtual Assistant

Karla started her career in the travel industry and recently transitioned to more and more administrative roles. For the past four years, she has been an Administrative Assistant at Northwestern Mutual.
Providing exceptional client care is a top priority to Karla. She enjoys supporting others and watching their business grow. She is solutions-focused and the strengths she brings to the table are tenacity, curiosity, and flexibility.
In her free time, you’ll find Karla discovering small local businesses and festivals, researching projects online, and spoiling her Golden Retriever puppy.
Carrie Cepak

Carrie Cepak

Virtual Assistant

Carrie brings over 10 years of administrative experience to NHS, 8 of which as a virtual assistant. Her education background includes business management and bookkeeping.

Having owned her own business, Carrie can relate to her clients on a business to business level. She is able to prioritize the most important tasks so that her clients can focus on growing their businesses. When she sees that collaborative bond form with her clients she knows she’s in the right place.

Work/life balance is very important to her. She loves traveling with her husband which includes many road trips. Spending time with her children and grandchildren also brings her immense joy.

Paraplanners

C Garrett Moore

C Garrett Moore

Paraplanner

C Garrett Moore has spent over 10 years in the financial planning industry after graduating with a degree in Banking, Finance & Management. He owns his own RIA firm and enjoys helping other firms with their financial planning technology through New Heights Solutions, with the end goal of helping individuals and families make the most of their blessings.
In his free time, Garrett loves racing and working on his car, volunteering and serving on the boards of local non-profit organizations, as well as biking and kayaking with his son and wife.

Want More?

Send us your e-mail below to make sure you get all our tips on technology and practice management for financial advisors!

We won't send you spam. Unsubscribe at any time. Powered by ConvertKit