News

By: Kyle Lofdahl

FFR’s National Business Development Officer, Charlsey Baumeier Helps Advisors Connect With Tax and Legal Professionals

How often have you encountered a new client that started but never completed their estate planning?  Too busy, didn’t understand the plan, didn’t think the attorney understood them or just procrastinated are the common excuses. That client could be one step away from a complete plan, but the dropped ball could mean disaster for the client’s family in the event of an untimely death.  When a financial advisor “gets” his client and brings together tax or legal professionals that do the same, it makes a difference.  The experience builds a client’s trust and loyalty with the financial advisor. 

Matching the right legal or tax advisors to your clients’ needs can be challenging and time-consuming.  Here at FFR, we see the need as an opportunity to add a new dimension of resources for our member advisors.  That is why, I am happy to announce a new member of the First Financial Resources (FFR) team, Charlsey Baumeier, National Business Development Officer.  With over 20 years of estate planning experience, Charlsey has worked with high net-worth individuals, business owners, and corporate executives.  She has seen first-hand both the devastation a lack of planning bestows on a family and the fulfillment and continuity that a well-thought estate plan provides. As National Business Development Officer, Charlsey will focus on wealth, estate and tax planning needs with primary responsibilities to help:

·         Connect or pair FFR advisors with legal and tax professionals through a strategic, nationwide network when needed to help a client’s planning process.

·         Uncover overlooked or underserved marketing opportunities in a FFR advisor’s local market

Charlsey’s passion for well-thought planning is rooted in her own family experience.  Her mother’s battle with cancer inspires her to help educate and inform others about the importance of protecting your legacy and end-of-life planning.  Most recently, Charlsey served as Sr. Vice President & Director of Business Development for NetLaw, an online estate planning company.  Charlsey is a frequent estate planning speaker, webinar host, author and blogger.  Charlsey began her career in estates and trusts with large law firms and developed expertise in marketing and advertising during her years with YUM! Brands. 

Please join me in welcoming Charlsey Baumeier to First Financial Resources!  Connect with Charlsey on LinkedIn

 

Jud Imhoff, CLU,FLMI,ChFC is Chief Executive Officer for First Financial Resources, LLC. First Financial Resources (FFR) is a producer group founded in 1987 and solely owned by its member advisors and based in Newport Beach, California. You can reach Jud at JImhoff@FFRllc.com