Professional, Reliable Service for Financial Professionals

We can do anything an in-house assistant can do... except get your coffee.

Professional, Reliable Service for Financial Professionals

We can do anything an in-house assistant can do... except make your coffee.

Services

Your source for virtual administrative help, general bookkeeping, and desktop publishing services.

FINANCIAL ADVISORS

Our staff can help you support your clients by taking over client account administration, quarterly report mailing/emailing, transfers, processing forms, billing and more.

  • Client Account Administration
  • Forms Processing
  • Opening/Closing Accounts
  • Transfers and Cashiering Tasks
  • Quarterly Report Preparation and Mailing/Emailing
  • Billing/Invoicing

ADMINISTRATION

Our Virtual Assistants take the hassle out of administrative tasks. We can provide many of your firm’s clerical needs.

  • Word Processing/Typing (general correspondence, letters, bids, proposals, reports)
  • Appointment Scheduling
  • Database/Contact Management
  • Direct Mail/Mail Merge
  • Photocopying
  • Scanning
  • PDF Production
  • Assembly of correspondence and various marketing materials
  • Making travel arrangements, scheduling
  • Holiday/Birthday Mailings
  • Retrieval of Downloads
  • Email, Fax, and Phone Support
  • Shipping/Labeling
  • Assembling & Packing (Small items only. i.e. disks, books, manuals, etc)
  • Transcription

DESIGN SERVICES

We offer a range of desktop publishing and project design services. We can create a variety of print and electronic media to enhance the marketing of your business.

  • Newsletters
  • Brochures
  • Letterhead & Business Card Design
  • PowerPoint Presentations
  • Booklets
  • Pamphlets
  • Flyers
  • Bulletins
  • Directories
  • Manuals
  • Other documents involving page design
  • Minor Website Updates
  • Proofreading
  • Copyediting

Why Outsource

Virtual Assistant

THE CONSIDER IT DONE! DIFFERENCE:

We were virtual before virtual was cool

  • Serving advisors for more than 17 years
  • We specialize in working with independent RIAs
  • Experienced on most advisor technologies & custodians
  • Highly experienced, minimal training needed

Advantages

Free up your time

  • Reduce turnover & re-training
  • No managing employees
  • Free yourself from administrative tasks
  • Stay focused on what you do best and outsource the rest

Save Money

  • No employees expenses, payroll taxes or benefits
  • No need for additional equipment
  • No need to pay for “training time”
  • Pay only for time spent working… up to the minute
Financial advisor at desk on computer

CID Team

For over 20 years, our mission has been to provide flawless, consistent, and reliable services

RACHELLE WALLEY

Rachelle Walley graduated cum laude from East Texas Baptist University with a bachelor of science in education.  There she majored in mathematics with a double-minor in computer information systems and music. After graduation, she entered the teaching profession, and for several years taught physics, calculus, algebra, geometry and consumer math to high school students.  

In 2006, Rachelle began working as an offsite administrative assistant for investment advisors who were located across the country, and subsequently earned the Financial Paraplanner Qualified Professional (FPQP) designation. Her extensive experience in supporting advisors and their clients, along with her math and computer background, make her a natural fit for our team.

Rachelle Walley

Jamie Lathrop

Jamie has been employed by Consider it Done since 2005 when Jessica lured her away from her then-current employer. For seven years prior to working for CID, Jamie worked in the insurance industry as an office manager and receptionist. She currently concentrates on client services such as opening new accounts, account transfers, moving funds, data entry, and generating reports. Jamie is extremely organized and her attention to detail and strong work ethic have made her an irreplaceable member of our team.

Jamie enjoys spending time with her kids and their many extracurricular activities keep her on the go! Ethan, her oldest, enrolled her into the ‘Lolli’ program with the birth of his sweet little boy Leighton. Her middle child Aiden keeps her busy cheering for him as he plays high school sports, and her youngest Anna enjoys gymnastics and art.  Jamie is also a member of her church’s praise team where she sings and plays the piano.

Jamie Kesse

ANGELA LANDRUM

Angela graduated from the Tyler School of Business with certification in Computer Accounting and has worked in the accounting and bookkeeping fields for the past 19 years. Angela joined Consider it Done in February 2006 and has added her unique skill set to the team.

Angela is a meticulous and dedicated worker with an outstanding attitude. Her primary duties include bookkeeping, appointment scheduling, client administrative support, and quarterly data entry.

Outside the office, Angela and her family run a cattle ranch. It’s not unusual to find Angela riding the pastures looking for new calves, feeding the cows, or baling hay. If she’s not on a tractor, you will probably find her playing with her grandchildren. She has been blessed with 3 children, 2 daughters-in-law, and 4 of the best grand babies ever. 

Angela Landrum

Jessica Contreras

Jessica graduated from California State University, Los Angeles in 2014 with a Bachelor’s Degree in Criminal Justice. After graduation, she moved with her husband to Flagstaff, Arizona for one year where she worked as an Emergency Dispatcher for the Flagstaff Police Department. The couple soon discovered that they did not like living in the snow, so they relocated to East Texas. She joined the CID team in February of 2021 and has applied the communication skills she gained while fielding 911 calls with her ability to quickly process incoming tasks. The quarter-end task overload doesn’t even phase her. When she is not working, Jessica is enjoying being a new mom to a precious baby girl and spending time with her family.

Jessica Conteras

Lanette Morton

Lanette has a Bachelor of Science from Stephen F. Austin State University where she was a member of Delta Tau Alpha, a National Agricultural Honor Society. After graduation she worked for one the largest bedding plant growers in the United States. For 13 years she sharpened her computer skills and attention to detail by being responsible for forecasting, sales analysis, and extensive reporting via online tools. She joined the CID team in January of 2011.

Lanette, her husband Brad and two young children, Drew and Ella live in East Texas. They have a variety of animals and enjoy the outdoors. Their favorite family activity is taking their camper and visiting the many beautiful Texas State Parks.

Lanette Morton

Jess Landrum

Jess graduated from The University of Texas at Tyler with a Bachelor’s degree in Childhood Education. After graduation, she taught 5th and 6th graders and coached the school’s volleyball and softball teams. Jess joined the CID team in the fall of 2018. Her time-management and organizational skills help her successfully complete the tasks her advisors assign.

When Jess is not working, she is rounding up her two young children on their farm with help from her husband and her fellow employee/mother-in-law, Angela.

Jess Landrum

Angie Ott

Angie has spent most of her career working in the legal field,  assisting with a wide variety of administrative duties, client service and project management.  She has served as Branch Office Administrator at Edward Jones and is now serving as a virtual assistant for the Eversource CID team in Birmingham, Alabama.  Her focus is on client onboarding, service,  and operations.  Angie enjoys spending time with her husband, 4 children and 3 grandchildren and her rescue dog Oscar.

Angie Ott

JACKIE HAMAMATSU

Jackie recently joined the CID team in 2021 after working 13 years at a theological seminary, first as an administrative assistant for 4 years and then 9 years as registrar. Working in higher education on a lean operations system honed her skills in data entry and management, report generating, student retention, bookkeeping, editing, creating publications, and working with a variety of software and platforms. She loves working behind the scenes to make sure the “main thing” thrives and sees success.

Jackie Hamamatsu

LaShae Aaron

LaShae comes to CID with 19 years of clerical experience. She previously worked as a Branch Office Administrator, supporting a local financial advisor. With various responsibilities such as processing client agreements, billing clients, opening new accounts, money movements, transferring annuities to beneficiaries, and inheritance accounts.  LaShae has experience with Schwab, eMoney, Wealthbox, Hubly, Redtail, Sharefile, and Advice Pay.

LaShae is very detail oriented, organized, creative, and goal driven. She is a certified Medical Office Administrator with experience in Health Information Technology. She also has experience as a Property Tax Appraiser with her local revenue commission office.

She previously worked in the medical field and in her local revenue commission office performing a wide range of administrative duties for 13 years. Some of those duties include cashiering, insurance, processing forms, and preparing reports. She is very detail oriented, organized, creative and goal driven.

LaShae lives in Jasper, Alabama with her husband (Jared) and two children (Hunter & Bryant). On the weekends during spring and summer, you can find her enjoying nature walks with her family in search of waterfalls or out for a ride in the Jeep with the top off looking for adventure. In her free time LaShae enjoys cooking with her family, crocheting, and crafting homemade candles.

LaShae Aaron

Karen NeSmith

Karen brings nineteen years of experience working in the financial securities industry. She assisted two financial advisors with a variety of administrative duties. She was responsible for opening new accounts, updating existing accounts, account transfers, moving monies, account contributions, account withdrawals, and distributions as well as the process of yearly IRA-RMD’s.

During her free time, she enjoys spending time with her daughter and family. She also enjoys spending time outside and loves crafting.

Karen NeSmith

ZACK GRAYBILL

Zach is a proud graduate of Texas A&M University with more than a decade of client service experience, specializing the last five years in financial services and insurance. He strives to achieve unparalleled attention to detail as he provides operational and administrative support to advisors and clients. He holds Texas insurance licenses and the Series 65 license.

Zach and his wife, Miranda, recently relocated to Durham, North Carolina, where they love to find new restaurants and explore local hiking trails with their two pups. He is also an avid runner with his sights set on completing his second marathon later this year.

Zach Graybill

Ellianna Keller

Ellianna joined Consider It Done in 2022. She graduated magna cum laude from Liberty University with a bachelor’s degree in Business Administration/Financial Planning. While working on her degree, she volunteered as a Peer Financial Coach with the college, where she became very familiar with the MS Office Suite and managing tasks using CRM systems. Her skill set grew during a college internship with a financial planning firm which provided additional experience in many of the systems that financial planners use on a daily basis.

Ellianna and her husband live in a small town in Wyoming where they enjoy hiking and exploring the beautiful scenery and national parks.

Ellianna Keller

FRAN KOCH

Fran comes to Consider it Done with a diverse background in exceptional customer service, retail auditing and health insurance.  She embraces and exemplifies a customer experience philosophy, “keeping the client at the center of everything”.

Fran most recently worked in the health insurance industry serving as the main point of contact for new business accounts.  She partnered with agents related to retention and new business.  Fran also worked for Mattel/American Girl as Corporate Internal Retail Auditor, where she served as the primary lead driving the overall monthly close process with a focus on comprehensive financial spreadsheets for 19 company bistro, cafes. 

Fran and her husband Mike recently moved to Tennessee. Fran enjoys spending time with her daughters and grandchildren.  When she’s not working, you will find her enjoying their greyhounds, running, baking and interior design.

ann clarke

Ann is a graduate of Auburn University with a BS in Fashion Merchandising.  She held various positions including retail manager, data entry, administrative assistant and import coordinator.  Ann brings years of experience in accounts payable, receivables, account management, issuing certificates of insurance, and managing payroll.

 

Ann and her husband David have two children.  Emma is a labor & delivery nurse in Charlotte and Robert is a junior at Auburn University.  Ann enjoys tennis, sewing, crocheting, and spending time with family.

olivia allen

Olivia joined CID after having spent the beginning of her career as a financial advisor herself, during which time she earned her Series 7, 66, and life and health insurance licenses. Why the change? She took an honest look at the parts of the business she enjoyed and where she felt she was most valuable. Her mission was to empower and educate those around her, and she is still able to fulfill that, only now by supporting other professionals from “behind the curtain.” Since switching roles, she has found her experience in the advisor seat provides a unique perspective that allows her to be proactive for her advisors, able to hit the ground running with her embedded understanding of financial planning, paperwork/processes, and overall organization required to run an optimal practice.

Raised in Princeton, New Jersey, Olivia previously called Wilmington, North Carolina and Steamboat Springs, Colorado home. She currently resides in Arkansas where she is quickly learning to appreciate college athletics. She travels frequently, most recently to fish in beautiful Seward, Alaska. When not in her home office, Olivia can be found in an exercise studio, wake surfing in a nearby lake, or hiking with her dog, Jackson.

Sharyn Holmes

Sharyn began her career in the United States Air Force as a Military Police/Custom’s Officer stationed in Aviano, Italy. After the military, Sharyn worked in the medical field and then made the change to move into the legal field as a Paralegal. She brings a vast set of office management, data entry, customer service, and organizational skills to Consider It Done, which she uses to help assist Advisors and their clients.

Sharyn came to Consider It Done Company after a devastating job loss, which in turn, proved to be a true and Godly blessing. Nothing is more exciting than watching people grow in their financial confidence, set and achieve goals that they once thought were otherwise unattainable. 

Sharyn believes a beautiful day begins with a beautiful mindset and a smile can melt the hardest heart. She loves people, and always wants to be the reason someone feels welcomed, seen, heard, valued, and supported. When Sharyn is not working, she enjoys traveling with her husband, Chris, and whatever adventures her children and seven grandchildren are into.  She is always at a ballpark, a beauty pageant, a playground, or in the sand making sandcastles. Sharyn lives on the beautiful beaches of Gulf Shores/Orange Beach, Alabama. She enjoys long walks on the beach chasing sunrises and sunsets.

rebecca grimmer

Rebecca graduated from Middle Tennessee State University with a Bachelor of Science Degree in Mass Communications with a concentration in photography. She worked most recently in Marketing for the Barbershop Harmony Society helping create marketing and social media materials to help bring more focus to the non-profit organization. In 2015, she decided to stay home with her children and to pursue her photography passion by photographing families and portraits. Rebecca joined the CID in the spring of 2023.

Rebecca lives in Nashville, TN with her husband (Wayne) and three children (Ezekiel, Rocco, & Eleanor). On most occasions, you will find her homeschooling her children, tending her garden, or trying to find a reason to be outside. Rebecca is a creative person and enjoys the arts in all forms. She sings in a comedic barbershop quartet (Don’t Call Me Shirley) where she loves to entertain and bring joy to audiences. 

anna barr

Anna joined Consider It Done in 2023. She graduated cum laude from Samford University with a bachelor’s degree in Public Administration.  Prior to graduation, she worked as an administrative assistant for an HVAC company in Texas.  She handled data entry into the company’s employee portal, maintaining confidential records and information of their employees.  Since then, Anna has worked as an administrative assistant for a hospital, managing sensitive information, communications, and reports. She became adept at the hospital’s patient information management software, created complex spreadsheets in Excel, wrote memorandums, and took minutes for director meetings.

She lives in Montevallo, Alabama with her husband and young son.  In her spare time, she enjoys spending time with family, managing her family’s hobby farm, raising chickens, and riding horses.

cerella hackelton

Before joining CID, Cerella worked as an administrative assistant for three years at her church.  She and her late husband owned two companies.  Cerella managed the financial and administrative side of both businesses.  She has worked many years with QuickBooks, MS Office, arranged travel, and filed reports with local, state, and federal offices.  She brings a wealth of bookkeeping and organizational skills to our team.

Cerella lives in East Tennessee and spends much of her free time with her three children, their spouses, and five grandsons.  She enjoys traveling and attending her church.

Sara mannino

Sara is a compassionate and dedicated professional who has spent her career positively impacting the lives of others. After graduating from the College of DuPage with a degree in Early Childhood Development, Sara immersed herself in the classroom, where she nurtured and shaped the hearts of young children. Her passion for understanding people and preserving their stories led her to explore the world of photography, and what began as a hobby soon blossomed into a thriving full-time career. In 2008, Sara made a pivotal decision to specialize in wedding photography, where she skillfully captures the essence of couples’ most cherished moments. Her unique blend of creativity and genuine care for her clients has earned her a reputation as an exceptional photographer in the industry.

March of 2020 brought unforeseen challenges when the wedding industry and the world shut down. With her full-time career in photography hanging in the balance, she was presented with the opportunity to join a Law Firm as a legal assistant and accepted it knowing that God had a plan for her. In this new role, Sara’s exceptional organizational and communication skills proved invaluable, making her an essential asset to the firm.

Always one to embrace new adventures, Sara made a life-changing decision in 2023 to relocate to Tennessee and become a part of the dynamic team at CID. Her previous work in various administrative roles across different industries has prepared her to excel in any work environment.

Sara enjoys leading an active lifestyle and finds every opportunity to soak up some sunshine and fresh air! She loves to spend time watching and analyzing Formula One races with her two children.

Ashley Rolf

Ashley comes to CID with a 12-year banking background at Wells Fargo. She progressed from a teller to banker, assisting customers in basic financial transactions as well as opening new accounts and loans while discovering financial solutions. In her most recent position as underwriter/credit analyst, she used professional judgements to lend money based on credit merit and financial qualification. After working in multiple positions, both front and back office, she brings a well-rounded understanding of customer service priorities as well as professional business procedures. She is familiar with account/loan documents, applications, contracts, data entry, and the importance of confidentiality. She is extremely organized, detail oriented and has learned from working in the banking industry that she thrives “under pressure”.

Her time with Wells Fargo ended due to the elimination of position which turned out to be a perfect blessing from the Lord.  Ashley has also recently entered the real estate industry as a real estate agent. In her free time, through real estate, she is excited to be able to serve and interact with her community as a light knowing that the harvest is plenty. She also is involved with Bible Study Fellowship, currently as a Childrens Leader, and has a strong passion for encouraging and discipling all toward love and Truth, Jesus Christ.  Some of her favorite hobbies are studying theology and apologetics, beach vacations, interior decorating, and watching/playing baseball/softball.

Staci nova

Staci is a professional and dedicated virtual assistant that joined Consider It Done in 2023. She is a proud graduate of the University of Alabama and holds a Bachelor’s degree in Human Environmental Sciences. During her time there, she majored in Human Development and Family Studies and was a member of the Alpha Lambda Delta and Phi Eta Sigma national honor societies. Following her college graduation in 2019, Staci moved to Colorado to pursue a career in Human Resources. After living in Northern Colorado for three years, she decided to move back to Alabama to be closer to her family.

Staci has experience working in customer service and administrative roles for a diverse list of regulated industries. Her key relative experience includes a comprehensive understanding of data management software, communicating complex information effectively through virtual platforms, adhering to industry specific compliance, and advanced problem-solving skills that she has honed throughout her professional and academic careers. In addition to her experience, Staci is driven by her passion for learning which offers her the ability to grasp new concepts quickly through her eagerness to cultivate and improve her skillset.

Joining the Consider It Done team has been a blessing for Staci, as it provides her with the opportunity to build a career that positively impacts the lives of others through her service and support as well as allows her to work with likeminded individuals that share her core ethical values. Staci now resides in Northern Alabama with her husband and their cat. In her free time, she enjoys cooking, traveling, and spending time with her family.

Lindsey shaver

Lindsey graduated in 2014 with an Associate’s Degree in Office Administration from Jefferson State Community College. For four years, she worked as an Administrative Assistant for the children’s ministry at her church. She was responsible for the office administration and assisted in event planning, coordination, and leading worship. Lindsay also assisted at camps and ministry outreaches as a staff member. After her tenure with the children’s ministry, she began working in the service industry while living in Jackson Hole, Wyoming.In 2020, Lindsey began her career in the finance industry as a bank teller where she honed her skills for high quality customer service with integrity and focus on attention to detail. Because of this dedication, she was promoted to a higher position with greater responsibilities.Life led her to Chattanooga, TN where she lives with her husband and young daughter. She loves to explore new places, hike, camp, ski, and do anything outdoors. She values quality time with family and friends.  

Janessa Shearman

Janessa enlisted in the United States Army as a Fire Control Specialist in 2019.  She had the opportunity to work with automated computer-based systems used in all U.S. Army echelons across multiple weapon systems and formations to facilitate the delivery and integration of joint fires in support of combat operations. Having a military background, she is knowledgeable in computers and communication systems. Janessa has four years of digital communications under her belt, making her proficient with all Microsoft platforms as well as email formatting and ten key data entry. Janessa joined the CID team in 2024 in hopes of finding a new career path.

Janessa has been a stay-at-home mother for the past two years. She enjoys spending quality time with her two boys and her husband. When Janessa isn’t spending time with her family, you can find her in the kitchen baking while listening to her favorite music playlist or outside working on her family’s two-acre homestead.

COLTON KIELMAN

Colton recently graduated from the University of Wisconsin – Eau Claire with a Bachelor’s degree in Business Finance. Throughout his time at UWEC he had the opportunity to intern in accounting, wealth management, and credit administration. In his final semester he studied and passed the Securities Industries Essentials (SIE) exam and is currently enrolled in CFP certification coursework.

In Colton’s free time he likes to hunt, fish, and golf with friends. He is also a massive Wisconsin sports fan, where he enjoys watching the Packers, Bucks, and Brewers.