Simplicity Ops
Kate Guillen is an accomplished professional with extensive experience in operations and client service across various financial and management roles. As the Founder of Simplicity Ops since December 2019, Kate focuses on creating scalable practices through customized client experiences via workflows and automations. Prior to this, Kate served as an Operations and Client Service Associate at Seaside Wealth Management, where dedication to client service was paramount. Kate's expertise includes roles at D.A. Davidson Companies as a Client Associate, delivering administrative support to financial advisors, and as an Executive Assistant-Office Manager at Taygran, Inc. Additionally, Kate's early career includes managing office operations and programs at the Boys and Girls Clubs of San Dieguito.
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Simplicity Ops
Simplicity Ops partners with Financial Advisors to build profitable, scalable, and client-focused practices. At Simplicity Ops, we specialize in helping financial advisors streamline operations, optimize workflows, and integrate technology to deliver exceptional client service and create sustainable profitability. Our tailored approach focuses on auditing processes, building systems and workflows, educating users and empowering teams to thrive. Whether you’re looking to optimize your CRM, enhance client service experience, or simplify day-to-day operations, Simplicity Ops provides the tools, strategies, and expertise to take your practice to the next level!