At PreciseFP, we build tools for the people who keep financial planning running. The advisors who rely on clean, accurate client data don’t get it by accident — they get it because someone behind the scenes made sure it was right. That’s who the Back Office Heroes Awards are for.
Now in its fifth year, National Back Office Heroes Day — observed on April 27 — is a registered celebratory day presented by Docupace, PreciseFP’s parent company. Each year, back office professionals across wealth management are nominated and recognized for the collaboration, reliability, and operational excellence that makes everything else possible. This year, we’re proud to celebrate four recipients whose work reflects exactly that.
2026 Firm Hero: Grant O'Bryan
Client Service Associate
Alchemy Wealth Management
Grant manages more than 220 client relationships while leading all trading and financial planning support at his firm. Over the past year, he took full ownership of back office operations and helped drive significant firm growth — all while maintaining nearly 99% client retention. His focus on reducing friction and preventing errors is the kind of behind-the-scenes work that makes a real difference for both advisors and the clients they serve.
2026 Home Office Hero: Julie Dow
Business Solutions Consultant
MassMutual
Julie’s award hits close to home for the PreciseFP team. This year, she led the effort to bring PreciseFP to life within the MassMutual ecosystem — running a successful pilot and building momentum toward a firm-wide rollout. By translating advisor workflows into scalable, repeatable processes, Julie improved data accuracy, reduced administrative burden, and gave advisors more time to focus on clients. That’s exactly what PreciseFP is built for, and Julie is proof of what’s possible when the right person champions it.
2026 Workflow Wizard: Shannon Beahan
Partner, COO, Financial Advisor
Lindsey & Lindsey Wealth Management
Shannon built a workflow-driven culture at her firm — one where tasks, client milestones, and team accountability are all visible and measurable. She developed dashboards, implemented performance metrics, and empowered her team to take ownership of continuous improvement. Her story is a reminder that good operations aren’t just a tech problem. They’re a leadership one.
2026 Employee Hero: Dylan Williams
Business Analyst
Docupace
Dylan is the person teammates and clients reach when things get complicated. Over the past year, he built solutions where none existed, navigated complex client projects, and made himself a reliable resource across the organization. His technical depth and willingness to dig in are exactly the qualities this award was designed to recognize.
Five Years of Honoring Those Who Make It Work
When Docupace kicked off the Back Office Heroes Awards in 2022, the idea was simple: shine a light on the hard work that often goes unnoticed. Fast forward five years, and we’re still going strong. National Back Office Heroes Day — now an official day to celebrate — is on April 27, reminding us that operational excellence doesn’t just happen. It’s all about the awesome people who show up, tackle challenges, and help those around them.
Big shoutout to Grant, Julie, Shannon, and Dylan! And a huge thanks to everyone behind the scenes in the industry keeping wealth management on track.
Curious about the Back Office Heroes Awards or thinking about nominating someone for 2027? Check out docupace.com/back-office-heroes.
