Dorlis oversees two major areas for Vital Planning: marketing and operations. In her marketing role, she works on brand management including our website, marketing collateral and yearly firm initiatives. On the operations side, she leads our support team in providing high-level client service and practice support for each advisor. Dorlis' role is a great fit given her prior career in leading teams in retail through numerous campaigns and corporate branding initiatives for 10 years. She initially entered the finance industry as a fully licensed Financial Advisor but quickly realized her passion will always lie in marketing and operations.
