Meet The Team

The Creative Team That Helps You Grow Your Business.

Alex

Founder

Jen

Chief of Operations

Amy

Executive Assistant

Matt

Portal Manager

Cooper Grady

Hiring Specialist

Tequila Dodard

Project and Brand Strategist

Rachel Munzer

Community Engagement Leader

Welcome to Simply Paraplanner

Simply Paraplanner was started to show paraplanners they can have a choice when planning their life and career in the financial planning industry.

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Our Mission

We are determined to help paraplanners create the work environment that fits their lifestyle. We want virtual paraplanners to have more control over their schedules, tasks and work from anywhere.

We serve those who are career changers, stay at home parents, military spouses and digital nomads. The perks of being a virtual paraplanner are that you can now fast track your career and become your own boss.

The best part is we are helping advisors cut cost and all this counts as CFP experience.

WORK WITH US

Our Story

Alex

I'm Alex Hopkin, a virtual paraplanner, outdoor enthusiast, military spouse, mom to three small boys and founder of Simply Paraplanner. I am an AFC® and CFP® professional. I know first-hand the struggles of entering the financial planning industry on your own terms and finding a true work/life balance - that’s why I created a space to help others find flexible, remote positions within financial planning. Flexibility is key. As a military family, we have called Japan, Oklahoma, and now Hawaii home. I love exploring our new home and you will often find me out on the water between surfing, sailing, kayaking, and snorkeling.

Jen

I joined Simply Paraplanner in September of 2017. In addition to my work with Simply Paraplanner, I am also a virtual financial planning analyst for Geometric Wealth Advisors. I have a degree in Personal Financial Planning from Texas Tech University and hold the CFP® designation. I currently live in Denver, Colorado. In my spare time, I enjoy being with my family and friends, hiking, camping, road trips, or just hanging around a bonfire or out by the pool.

Amy

I joined the Simply Paraplanner team in July of 2018. In addition to my work with SP, I also own Taskmasters, a company that provides Virtual Paraplanning and Daily Money Management services. I have a Masters in Financial Planning and am studying to sit for the CFP exam. I live in central Minnesota with my husband and 4 children. I love spending quality time with my family and friends, road trips, stand-up comedy, and music.

Matt

I joined Simply Paraplanner in December of 2017 shortly after realizing the succession plan I was promised would no longer be a reality. In addition to my work with Simply Paraplanner, I run my own paraplanning business virtually, serving three advisors across the country and also serve as the Chief Operations Officer for a RIA based in New York. I currently live in Madison, WI. When it’s not freezing cold outside, I enjoy spending time on the lakes participating in kayaking and boating, or giving back to the community as a member of the local non-profit, Wake the World.

Cooper Grady

I joined the Simply Paraplanner team in March of 2019. In addition to my work as the Hiring Specialist with Simply Paraplanner, I am also the Director of Financial Planning for an RIA based in Charleston, SC. I’ve been working in the Financial Services industry for over 8 years and obtained my bachelor’s degree in finance from Eastern Illinois University. Something you might not know is I also hold a number of certifications CFP®, ChFC®, CLU®, and BFA™ designations. I currently live in Charleston, SC with my Fiancée and enjoy spending my free time at the pool or the beach with friends.

Tequila Dodard

Hello I'm Tequila and I've worked within the marketing industry for over 15 years, within different niches. For the last 7 years, I have had the opportunity to work within the virtual world as a Project and Brand Strategist. I started behind the scenes work with Simply Paraplanner almost a year ago. I specialize in business growth and customer experience. I've found that operating inside the virtual world is really no different than working inside the corporate world. People want to feel heard and important. Everyone has a story and deserve to be heard. I help you create meaningful conversations, build connections and increase your visibility in order to grow your business. All this you can find around the internet but what you might now know is I love to travel, hike and relax on Sundays with my family.

Rachel Munzer

Hi! I’m Rachel! I come to Simply Paraplanner with 8.5 years of marketing experience working on large national brands. Over the course of these years, I have grown a strong interest in personal finance and owning your own time. My Fiancé is part of the Simply Paraplanner community and runs a virtual paraplanner business, so I am sure you can imagine how much I have learned just listening to him! I currently live in Connecticut, and in my free time, I enjoy spending time with my fiancé, friends and family, being outside on long hikes and lazy beach days, and traveling the world.