Trusted Operations Support for Independent Financial Advisors
Director of Operations support that allows you to focus on clients & growth
Organized systems and steady support for a smoother-running practice
Your Behind-the-Scenes Operations Partner
KC & Co Studio provides operational support for independent financial advisors and small advisory firms who need dependable support without the complexity of hiring additional staff.
With over 20 years of experience in leadership, operations, and financial services, I help advisors maintain organized systems, improve workflows, streamline operational processes, and keep day-to-day operations running smoothly.
Depending on your needs, support may include CRM management, workflow development, SOP creation, reporting support, operational organization, account and transfer-related processes, client communication, as well as website updates, blog writing, and social media content support.
My goal is to create structure, consistency, and smoother operations so advisors can spend less time managing processes and more time focused on clients, growth, and what matters most.
Support is intentionally limited to ensure quality, consistency, and long-term partnership.
Why Advisors Choose KC & Co Studio
With over 20 years of experience in leadership, operations, and financial services, I understand the importance of organization, consistency, professionalism, and trust within an advisory practice.
KC & Co Studio provides dependable operational support designed to help independent financial advisors and small firms maintain organized systems, streamlined workflows, and smoother day-to-day operations.
Support is intentionally limited to ensure: consistent communication, attention to detail, reliable operational support, long-term partnership, and a personalized approach to your practice.
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"I feel a huge relief. She makes me feel supported which means a lot for a solopreneur having to wear so many hats. Very grateful to have Kassie support the work I do as I couldn't do it without her!”
-Corey
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"Kassie is organized and multi-tasks like a pro. I never worried about turning over a project to her. She was always finding ways to improve procedures. She is a driven, goal-oriented person. Also a great communicator.”
-Sandy
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“She successfully manages multiple projects simultaneously and has the ability to prioritize and maintain a clear overview of ongoing projects. She keeps track of deadlines and ensures nothing falls through the cracks.”
-Brandy
What Working Together Looks Like
1. Schedule a Discovery Call
We’ll discuss your practice, operational needs, current systems, and areas where support may be helpful.
2. Create a Support Plan
Together, we’ll determine the scope of support, priorities, workflows, and communication structure that best fit your practice.
3. Ongoing Operational Support
Once onboarding is complete, I provide steady operational support designed to help your practice stay organized, efficient, and supported.
Explore Operational Support
Trusted, Experienced Operational Support for Your Firm