Payton Fackler

Payton Fackler is an Executive Assistant, Paraplanner and Marketing Coordinator who collaborates with advisors to help make the Financial Planning process clear, organized, and easy for clients to engage with. She stepped into this field because she wanted to understand the financial world more deeply—and along the way, she found how much she enjoys supporting the advisors as they help their clients make sense of their finances in a way that feels approachable and manageable. Payton assists with the behind-the-scenes work that keeps Financial plans moving forward, by communicating with clients to gather information, organizing and inputting data, and preparing analyses and reports that assists advisors with helping their clients see their options more clearly. Payton focuses on reducing complexity and giving clients the confidence of knowing that their details are being handled with care. She bring 5 years of experience that spans healthcare administration, insurance, and various administrative roles. She holds a bachelor’s degree from George Mason University and is currently studying to eventually become licensed, with the goal of expanding the ways she can support both the team and the families they serve. Outside the office, you’ll often find her spending time with her twin sister or looking for a new coffee shop or community event to explore. Her goal is simple: to take on the supporting work that allows the advisors to dedicate more time to their clients, and to help make the financial planning experience feel less overwhelming and a lot more understandable for clients, one step at a time.