HOW WE GOT HERE

Olivia Allen

Olivia's transition to financial services from hospitality was fueled by a mission to uplift, empower, and educate her community. Leveraging her background in personal finance and hospitality, and earning professional licenses (Series 7, Series 66, Life & Health), she excelled in the insurance/BD space, only to realize that she was consistently bumping up against conflicts of interest that did not sit right with her.

Running the practice, working hand-in-hand with clients, and infusing hospitality into her service model were what she enjoyed most. As she continued to learn more about the financial services industry, she realized that the RIA space was where she belonged, and supporting fee-only financial planners whose values and service models aligned closely with her own was how she could best achieve her mission.

So, she pivoted and began working in virtual support roles, only to realize a common thread in her peers: their novice understanding of the financial services industry was hindering their ability to serve their advisors.

This led her to start Village Financial Services and originate an Operational Partner role, designed to seamlessly integrate into existing planning practices. With firsthand experience managing her own financial practice—from client servicing to plan development, business administration, and beyond— and working with 20+ advisors on elevating theirs, she's developed a deep understanding of the demands advisors face. This experience, combined with her proficiency in leading fintech tools, allows her to help financial planners operate more efficiently, and ultimately develop a training program to empower a team of individuals who can do the same.

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Katie King

Katie is an Operational Partner with a strong foundation in financial services and a background as a Virtual Assistant for financial advisors and a Private Banking Specialist. Drawing on experience in high-touch client service, Katie has developed a keen attention to detail, exceptional organizational skills, and a deep understanding of financial products and processes.

In her role as a Private Banking Specialist, Katie supported high-net-worth clients by managing complex financial needs and providing tailored solutions. Transitioning into her role as an Operational Partner, Katie combines her administrative expertise with a passion for financial planning to assist advisers in delivering well-structured, comprehensive service. With a commitment to continued professional growth, Katie is excited to contribute to the financial planning process and support clients in achieving their long-term financial goals.

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Stephanie Ondesko

Stephanie is an experienced operations professional in the financial industry, specializing in accuracy, efficiency, and high-quality client service. Before transitioning to financial services in 2021, she spent seven years in the cargo aviation industry, focusing on administrative operations and publications management. Her background has given her a sharp eye for detail, strong organizational skills, and a commitment to meeting deadlines with precision.

As an Operational Partner, Stephanie oversees key business functions, ensures seamless processes, and supports advisors in providing exceptional service. She takes great pride in working closely with clients, ensuring their needs are met with professionalism and care. Her dedication to efficiency and accuracy allows her to help firms maintain the highest level of service and support.

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Alex Doyle, CFP

Over the last decade, Alex Doyle, CFP®, has seen firsthand how operational inefficiencies and disorganized workflows can hold firms back. In his various roles, one thing remained clear: while firms were always focused on serving their clients, they often overlooked the processes that enable them to do so effectively.

Alex understands that strong processes are the foundation that allows firms to deliver high-level service to clients with time and energy to spare. In his previous roles, he worked closely with teams from acquired firms, helping them transition to the larger firm’s systems, tools, and workflows. This shift was often overwhelming, leaving advisors bogged down by busy work and unable to provide the level of service they wanted to—and that their clients deserved. Alex recognized that the key to improving client service was to help these advisors navigate the changes, streamline their workflows, and eliminate inefficiencies.

He believes the biggest barrier to growth and client retention isn’t a lack of skill or effort—it’s the time wasted on unclear, overly complex, or outdated processes. By simplifying and optimizing operations, Alex helps firms reduce administrative burdens and focus on what matters most: delivering exceptional service to their clients.

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WHO & HOW WE HIRE

We hire slowly with intention, not reaction.

Prospective Operational Partners (OP) must undergo a background check and possess a professional history in financial services. They are required to complete an initial competency test designed to assess their critical thinking skills, a crucial attribute for a valuable OP.

Following this, they go through our exclusive web-based training platform, which includes comprehension assessments to ensure proficiency in personal finance concepts, common fintech tools, and custodial paperwork.

Throughout this training, they shadow an experienced Ops Partner, gaining hands-on experience with real-life scenarios and refining their ability to think critically in relation to the advisor's practice and anticipate the needs of both advisors and clients.

Apply to Become part of the Village!

You are one step closer to joining our team of high-impact operational partners. If you're ready to position our clients and yourself for long-term success, Village Financial Services wants to hear from you!

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