In 2007, Financial Services Outsourcing Solutions (FSOS) was formed to address the many challenges facing financial advisors today. In a never-ending battle, financial advisors have to find time to simultaneously acquire new clients as well as retain and service current clients. No longer will you have to worry about finding the time to accomplish both objectives. Let FSOS be your complete client management resource.
Financial Services Outsourcing Solutions’ founder, Stephanie Platt, has been in the Financial Services Industry for over 20 years. She holds a degree in Finance and Economics and was formerly Series 7, Series 66 and Life/Annuity licensed. Stephanie has worked in many different capacities in the industry giving her an advantage in being able to service your company’s needs. FSOS was built on the belief that outsourcing your customer management is the best way to keep you with your client base. It’s important for your client to always feel like they have someone there for them, especially when you are dealing with what could be their livelihoods.
Stephanie lives in Berlin Center, Ohio, with her husband and two children. Stephanie is a native of Twinsburg, Ohio, and she graduated from Kent State University with a degree in finance and economics. She has owned and operated FSOS since April 2007, and more recently has been certified as a professional coach with the John Maxwell Team. Her specific skill set in advisory operations, client management and project management helps her provide the best services to independent financial advisors.
David served in the Navy from 1988 through 1992 as an electronics technician. After leaving the Navy, he worked as a maintenance electrician for several companies before joining FSOS in 2014.
David earned his Registered Paraplanner certification in the summer of 2016. He is married to Stephanie and resides in Berlin Center, Ohio with their 2 children.
Patricia Crooks (Patty) has been in the accounting field for more than 30 years. She earned her degree, Bachelors of Business Administration majoring in Accounting from Texas A&M. Her experience covers many facets of accounting including Payroll, Accounts Payable, Accounts Receivable, Financial Statements, General Ledger, and some tax reporting. She is currently a controller for a wholesale retail company as well as a team member for FSOS.
She is originally from Northwestern Pennsylvania but has lived on each coast of the U.S. during her husband’s career in the United States Coast Guard.
In her spare time, Patty enjoys knitting, reading, baking, and time with her grandchildren.
Haleigh joined FSOS in 2020. She recently graduated from Ursuline College with a degree in Graphic Design and English literature. She is the daughter of Stephanie and David and resides in Youngstown, Ohio. She assists in all back-office operations.
Haleigh has 3 years of editorial experience as well as being published in her college’s fine arts magazine. She also works for a small graphic design business.