Lauren Krull
Lauren Krull joined FSOS in September 2025 and holds a Bachelor of Science in Business Administration from Southern New Hampshire University. She brings over a year of experience in the financial services industry, supporting advisors with client onboarding, operational support, and administrative tasks. Lauren began her career in personal training, where she developed a passion […]
Wendy Blatt
Wendy Blatt joined FSOS in May 2025. After a lengthy career as a software engineer, Wendy transitioned into wealth management as a fulfilling second chapter. For over a decade, she has supported financial advisors with client onboarding, account management, and operational efficiency. Known for her attention to detail and strong technical skills, Wendy brings a […]
Pavla Grover
Pavla joined FSOS in 2024. She grew up in the Czech Republic but moved to the United States in her teenage years. She holds a Bachelor degree in Interdisciplinary Arts and Sciences from the University of Washington Pavla spent almost 15 years working in municipal government providing customer service to residents of Bellevue, WA and […]
Brenda Miller
Brenda Miller joined FSOS in November of 2021 and previously worked in banking for 38 years. Her experience consists of branch and loan operations, security, and project management. She has lived in beautiful sunny Arizona the majority of her life and has a son and one granddaughter.
Patty Crooks
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 […]
Haleigh Platt
Haleigh Platt joined FSOS in 2020. She graduated from Ursuline College in 2021 with a bachelor’s degree in graphic design and English literature. She is the daughter of Stephanie and David and resides in Ohio with her partner. She assists in all back-office operations and assists advisors in their daily communication with clients. Haleigh has […]
David Platt
David Platt 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.
Stephanie Platt
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 […]