Announcing the Docupace 2025 Back Office Heroes Award Winners
At Docupace, we know just how hard those working behind the scenes in the financial industry work to support financial advisors and wealth management providers. We are proud to announce the 2025 Back Office Heroes Award recipients, and we thank all #backofficeheroes for working hard behind the scenes to ensure the success of financial institutions.
What defines a back office hero? A back office hero is the person who ensures that the behind-the-scenes work is taken care of so others can focus on helping clients. They are the backbone of wealth management firms, and without them, they wouldn’t be able to do what they do.
2025 Award Recipients
Learn more about this years award recipients and see what it takes to be recognized as a #backofficehero.
2025 Firm Hero
This award is dedicated to an operational hero in the field who works in the back-office at a firm. This individual is face-to-face with clients, leveraging technology to streamline processes that improve the financial planning experience for everyone.
JORDAN JOHNSON
Operations Associate
Mana Financial Life Design
Jordan was recognized for her drive to help others and has a true passion for improving processes to better her firm and their clients. She even launched an operations masterminds group that meets monthly to share best practices and generate new ideas for making the teams they support even better. Congratulations Jordan. Well deserved.
2025 Home Office Hero
This award is dedicated to a support staff hero that works at a home office of a Docupace, PreciseFP or Hubly customer. They work behind the scenes to navigate the platform while coaching others to remove obstacles in achieving back office operational excellence.
CASSIE FORE-CADWELL
Manager of Business Systems
Ameritas
Cassie was nominated for her “exceptional leadership, dedication and passion for improving business processes”. Her commitment to streamlining processes and creating efficiencies that elevate the client experience is what makes her stand out. Great work Cassie!
BRUCE LAMENSDORF
Platform Services Specialist
Cetera
Bruce was nominated by not ONE, not TWO, not THREE, but FOUR different people. Each of them expressed how Brue goes above and beyond to help others daily. He truly is a subject matter expert that everyone can learn from. Amazing job Bruce. Your hard work does not go unnoticed.
2025 Workflow Wizard
The Workflow Wizard Award is dedicated to a Hubly user that has transformed his or her firm by building out measurable, repeatable and transparent processes in the platform. This individual has leveraged the full capacity of the Hubly Platform to scale out essential processes and unlock new levels of growth at their firm.
LISA BROOKS
Director of Client Experience
IAS Wealth Management
Lisa was recognized as someone who is a great collaborator, who understands teams and team dynamics and works to create processes that meet the team where they are at. In her nomination she was referred to as the “air traffic controller” – the person who ensures that all the planes take off and land safely and get where they supposed to get on time. Every firm needs a Lisa. Congrats again on this award!
2025 Employee Hero
This special award is dedicated to a Docupace employee. As an employee, this hero is the go-to person to get the job done and knows the ins and outs our systems, offering dependability, consistency, and support to our clients and teammates.
DARBY MINER
Customer Care Support Specialist
Docupace
Darby is a true back office hero, always stepping up to make things better. She’s not just full of great ideas, she takes action and makes things happen. Peers across the industry could learn a lot from Darby’s ability to move fast, take action and make a real impact. Darby our industry needs more people like you…Congratulations on this well-well-well-deserved employee hero award.