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Check back on April 27, 2026, for our full list of winners!

Announcing the Docupace 2026 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 2026 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.

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2026 Award Recipients

Learn more about this years award recipients and see what it takes to be recognized as a #backofficehero. 

2026 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.

GRANT O’BRYAN

Client Service Associate
Alchemy Wealth Management

Grant was recognized for being the operational backbone of his firm, supporting more than 220 client relationships while leading all trading and financial planning support. Over the past year, he has taken full ownership of the back office, enabling significant growth while maintaining nearly 99% client retention. Grant’s technical expertise, discipline, and commitment to reducing friction and preventing errors have strengthened both advisor and client outcomes. He exemplifies how a strong back office can drive efficiency, growth, and an exceptional client experience. Congratulations Grant. Well deserved.

2026 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.

JULIE DOW

Business Solutions Consultant
MassMutual

Julie was recognized for her transformative leadership and impact as a true back office hero. Over the past year, she played a key role in bringing PreciseFP to life within the MassMutual ecosystem — leading a successful pilot and driving momentum toward a broader rollout. Julie’s ability to turn real-world workflows into scalable solutions has improved efficiency, consistency, and data accuracy while reducing administrative burden. Her work empowers advisors to focus more on their clients and demonstrates the lasting value of bridging strategy with execution. Great work, Julie!

2026 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.

SHANNON BEAHAN

Partner, COO, Financial Advisor
Lindsey & Lindsey Wealth Management

Shannon was recognized for embodying what it means to be a back office hero, building a workflow-driven culture that brings transparency and accountability to her entire team. She created a fully visible operational system in Hubly, giving clear insight into tasks, workflows, and the client lifecycle. Beyond that, Shannon has developed dashboards, implemented metrics, and empowered her team to take ownership of continuous process improvement. Her work highlights how strong operations are driven not just by technology, but by culture and leadership. Congratulations Shannon!

2026 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. 

DYLAN WILLIAMS

Business Analyst
Docupace

Dylan was recognized for being the ultimate problem solver and a trusted resource for both teammates and clients. Over the past year, he has leveraged deep expertise in Docupace systems to support complex projects and build solutions where none previously existed. Dylan’s willingness to troubleshoot challenges, provide clear guidance, and collaborate across teams has made a meaningful impact. His curiosity, persistence, and approachable style help make even the toughest situations more manageable. He exemplifies what it means to be a back office hero. Congratulations on this award!

Congratulations, 2026 Back Office Heroes!

Join the Celebration

Join us live as we reveal the 2026 Back Office Heroes and uncover what makes them worthy of the title "Hero".
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Catch the Replay

Witness the 2025 Back Office Heroes Virtual Celebration and uncover what makes them worthy of the title "Hero"
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Learn About the 2025 Back Office Heroes Award Winners

See the 2025 Award Recipients

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