Hi, I’m Violet, the founder of CoOperate Solutions, where I help small and mid-sized businesses streamline their operations, untangle messy workflows, and finally get the backend support they’ve been wishing they had.

After more than a decade working behind the scenes in the financial services world, I realized something – even the best advisors struggle with systems, processes, and operational overwhelm. And it’s not because they’re not capable. It’s because they’re busy doing what actually matters for their clients.

That’s why I created CoOperate Solutions: to partner with business owners who deserve a smoother, more efficient way of running their businesses.

Before launching my own business, I spent years in client service and operations roles across RIAs and wirehouses, including XY Planning Network, Raymond James, and Merrill Lynch. I supported advisor teams managing between $600M and nearly $1B in assets, onboarded thousands of clients and collaborated with multiple custodians. Along the way, I discovered that my real passion is solving the operational problems that slow people down, something all business owners experience, no matter their field.

Whether it’s building workflows, improving technology use, organizing systems, or taking day-to-day client service off your plate, I love creating clarity and efficiency. I’m fluent in tools like Monday.com, Wealthbox, Redtail, HubSpot, Google Suite, form builders and more.

I bring a mix of experience, structure and practical insight into every engagement. At the heart of CoOperate Solutions is a simple goal: help business owners and their teams do their best work by making everything else a lot easier.

If you’re looking to create more time, reduce friction, and build a business that truly supports the way you want to work, you’re in the right place.