What Matters The Most
Our team at CIS appreciates that the unique way we respond to even the most personal request, question, conversation or need directly influences outcomes for our clients every day.
Aside from the markets themselves, the people serving clients can be the most variable and valuable factor in wealth management. So, we asked ourselves: “What makes us uniquely effective as a service culture for our clients, what makes us a truly trusted team, and at the end of the day…what really matters the most to us and to our clients?” The answers we found have to do as much with who we are as people as who we are as professionals.
Carrie Coghill, CFP®, AIF®
“I believe that the more satisfied a person is fully, the more productive they will be at work. Whatever I can do to foster our team’s development as a whole benefits everyone, especially the client.”
Caring about the client is at the cornerstone of what we do; therefore, it is the responsiveness and dedication of our team that dictates our responsibility to clients. Demonstrating care through thoughtful actions, and upholding trusted procedures consistently is what defines our client service culture as a team.
I am grateful to be able to say that our team operates successfully in this care-based model due to who they are as people—on every level of personal and professional quality. We are all believers that honesty and transparency build trust. So we openly look at our work for clients from all angles and present the potential outcomes or opportunities.
Michael Cooley, CFP®, AIF®
“I knew when I was in the 10th grade that I wanted to be in this industry. My natural curiosity to see how personalized investment strategies can help people is engrained in both my personal and professional character.”
I stared in 1995 at Federated Investors with institutions, brokers, bank, trusts. But, what was missing was the connection between my investment knowledge and the impact this knowledge could have on a client. This is a gap I was committed to closing for my professional deepening - I wanted to marry the investment knowledge with client interaction to better understand the meaning and impact of our work. CIS empowered me to explore a more client-facing opportunity in a firm that was nimble enough to help mentor and grow. Focusing 100 percent on client relationships without the stifling bureaucracy present within larger institutions.
Historically, our industry was one-advisor focused which can be limited in providing a holistic approach to managing wealth. But, at CIS, we take a team approach so we all have an active and informed lead on all areas of the client’s financial picture. Tax issues, financial goals, estate planning, everything that goes with it…we’re all in it together. This team approach allows us to marry the comprehensive view of our clients’ wealth strategy along with the unique expertise of individual advisors and support personnel. Team and collaboration is a way we expand our thinking and we leverage different views.
Shana Bielich, CFP®
“For me, it’s more about clients as people and helping them to meet their longer-term goals and objectives. I want to be an advisor who can be across the table from a client and provide empathy, helpful thought, and consideration.”
I started in financial services on the institutional side, working with a large mutual fund company. I never knew the client impact or interaction side. My work now goes way beyond my institutional beginnings, working directly with individual people and their entire financial wellbeing. I want clients to feel they can trust me with everything.
I work to give clients a sense of satisfaction. My own satisfaction comes in seeing them meet goals and realize their dreams. It’s all about facilitating advice that can help them live a fulfilled life. I want to contribute to their success. That way, I feel successful.
The greatest joy I get is coming out of a really good meeting with a client. At the end of the day, it feels so gratifying and I can see the impact of the help I’m able to provide them.
Kristen Hemmings, FPQPTM
“At CIS, you feel you can really make a difference in the life of a client as well as in the firm itself. Ideas are heard and respected and the team approach allows for a lot of discussions and different points of view.”
Early in my career, I unexpectedly found myself working in an investment firm. Although that wasn’t my original plan following college, I found myself intellectually curious and my affinity for the industry grew naturally from there.
My curiosity and education in communications is valuable to our team and to our clients. Working with team members to translate complex data and research in a way that is understandable to the clients provides me with a tremendous sense of gratification and is empowering to the client.
My operational + communications background has been my platform for working more directly with the team, collaborating about solutions, and working directly with clients. I love it! At CIS, you feel you can really make a difference in the life of a client as well as in the firm itself.
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