How Our Consulting Process Delivers Real Results for Financial Advisors
A Clear, Structured Approach to Fix What’s Not Working
and Keep Progress Moving
Atlas Park | Operations Partners
Our Team Based Approach To Your Operations Transformation
Step 1. Assess Your Service Needs
We look at how your business runs today and spot what’s not working. This helps us focus only on what needs to be fixed; nothing extra.
Step 2. Assign Your Consulting Team
We choose the right experts for your needs and a clear scope of work. This keeps work moving and avoids confusion.
Step 3. Monitor Progress & Deliver Results
We track progress and make sure your project is completed to your satisfaction. You can clearly see what’s done, what’s working, and what’s next.
Cameo Roberson
Founder, CEO
Lana Sanderson
Operations & Client Management
Latifah Abdur
Fractional CMO | Brand Strategist
Darci Smith
Recruiter & Talent Expert
Angela Sarver
Compassionate Fractional HR
Ben Watson
Fractional COO | Operations, Technology, and Cybersecurity Expert for Financial Services
Arielle Minicozzi, CFP
Automation Queen & Zapier Expert
Stephanie Dannenbaum
CRM Technology Expert
Alex Doyle, CFP
CRM Operations
Cory Roberson
Compliance & Regulatory Expert
Kari Ellis
Career Transition Specialist
