LifePro Asset Management (LPAM) is happy to announce the onboarding of their newest team member, Kassi Miller. As the firm's case manager, Kassi will be responsible for streamlining the application process for advisors and their clients by providing them with ongoing status updates and handling any additional inquiries they may have. She will be reviewing and submitting new account and transfer paperwork to ensure that every application is complete with the necessary requirements and signatures.

Kassi joins the LPAM team with previous experience as a Client Representative at a large financial services firm in Irvine, CA specializing in assets under management for high-net-worth clients. During her time there, she worked closely with financial advisors and investors to ensure their accounts were being properly submitted and managed. She was responsible for educating them on account set-up, transactions, IRS guidelines, and investment options.

“My hope is to make our advisor's lives easier so that they can focus on what they do best: meeting with their clients!” described Kassi.

Heather Ulz, CEO of LifePro, described the value that this new role will bring to the firm: “It's been our goal to continue to adapt and grow our team as our advisor's needs increase and change. We recognized that there was a need for more support and management, particularly for our advisor's cases. We're very excited to welcome Kassi to our growing team, as she will play a vital role in ensuring our advisors can confidently take their business to the next level.”

Kassi graduated from University of California, Davis with a double major in Psychology and Human Development. Growing up in Laguna Beach, Kassi is familiar with spending lots of time with her family and friends at the beach. When she's not working, Kassi also enjoys swimming and traveling!

About LifePro Asset Management

LifePro Asset Management (LPAM) is a turnkey advisory platform that helps advisors navigate regulation while easily implementing advanced tools and retirement strategies to enhance client solutions while increasing fixed and fee-based production. LPAM is fiercely determined to simplify and improve the practices of their advisors by providing solutions that enhance and achieve the financial goals and dreams of their clients.

For more information about LifePro Asset Management, please contact Robert Reaburn by phone at 1-888-543-3776 or via email at rreaburn@lifepro.com.