Joellene Aylor

Paraplanner

AchieverPeople especially talented in the Achiever theme have a great deal of stamina and work hard. They take great satisfaction from being busy and productive.
ConsistencyPeople especially talented in the Consistency theme are keenly aware of the need to treat people the same. They try to treat everyone in the world with consistency by setting up clear expectations and adhering to them.
HarmonyPeople especially talented in the Harmony theme look for consensus. They don't enjoy conflict; rather, they seek areas of agreement.
RestorativePeople especially talented in the Restorative theme are adept at dealing with problems. They are good at figuring out what is wrong and resolving it.
EmpathyPeople especially talented in the Empathy theme can sense the feelings of other people by imagining themselves in others' lives or others' situations.

Professional Experience

Joellene joined Resource Consulting Group in September of 2007 as a Client Service Specialist. She is a Financial Paraplanner Qualified Professional™ and a shareholder. Joellene earned her bachelor’s degree in business management from Pensacola Christian College and her MBA from Thomas More College.

Originally from Kentucky, Joellene moved to Central Florida in 2006. Outside of work, Joellene enjoys being outdoors and spending time with family and friends.

Personal Thoughts

Before joining RCG, I had the opportunity to work for a mutual fund company where I gained valuable knowledge about qualified retirement plans. I enjoyed this role because it allowed me to help customers by answering their questions and educating them about how retirement plans work.

At RCG, I provide clients with important information they need to achieve their financial goals. Helping our clients when they have questions is something that I really enjoy. I am also pleased to be a part of the RCG team where we get to apply our collective knowledge to every client situation. Being a part of the client’s financial journey and seeing them accomplish their goals is both fulfilling and meaningful.

RCG has also provided me an outlet to serve our local community. Through service hours and corporate volunteer opportunities I have been able to give back to organizations like iDignity, Christian Service Center, and the Pet Alliance of Greater Orlando. I appreciate that RCG has given me the tools and opportunities to serve both my clients and the local community.