Meet the 2026 Back Office Heroes — Built on Workflows, Driven by People

The best advisory firms don't run on good intentions. They run on repeatable processes, clear accountability, and people who care enough to build and maintain both. That's the spirit behind the Back Office Heroes Awards — and it's a spirit Hubly knows well.

Now in its fifth year, National Back Office Heroes Day is a registered celebratory day observed on April 27, presented by Docupace, Hubly's parent company. Each year, four back office professionals are recognized across four award categories for their collaboration, reliability, and operational excellence. This year's winners are people who built better systems and brought others along with them.

2026 Workflow Wizard: Shannon Beahan

Partner, COO, Financial Advisor
Lindsey & Lindsey Wealth Management

The Workflow Wizard Award goes to a Hubly user who has fundamentally changed how their firm operates — and Shannon is a clear example of what that looks like in practice.

Over the past year, Shannon built a fully visible operational system in Hubly, giving her entire team clear insight into tasks, workflows, and the client lifecycle. She created dashboards, established measurable metrics, and empowered her team to own process improvement on an ongoing basis. The result isn't just a more efficient firm — it's a more accountable one, where transparency is built into how work gets done, not bolted on after the fact.

Shannon's story reflects something we see in the best Hubly firms: the platform works best when someone at the leadership level decides that process isn't an afterthought. Congratulations, Shannon.

2026 Home Office Hero: Julie Dow

Business Solutions Consultant
MassMutual

Julie led the effort to bring PreciseFP — a fellow Docupace family brand — into the MassMutual ecosystem, running a successful pilot and building toward broader adoption. By converting real advisor workflows into scalable solutions, she improved efficiency, data accuracy, and the day-to-day experience for advisors and their clients.

2026 Firm Hero: Grant O'Bryan

Client Service Associate
Alchemy Wealth Management

Grant supports more than 220 client relationships while leading trading and financial planning support at his firm. His dedication to reducing friction and preventing errors helped drive significant firm growth and nearly 99% client retention over the past year. He's the definition of operational backbone.

2026 Employee Hero: Dylan Williams

Business Analyst
Docupace

Dylan is the go-to person when things get complicated. Over the past year, he built solutions where none existed, supported complex projects, and made himself a trusted resource for teammates and clients across the organization. His technical depth and collaborative approach make him exactly what this award recognizes.

Congratulations to all four recipients, and to every back office professional keeping wealth management firms running. What you do matters.

Learn more about National Back Office Heroes Day and this year's awards at docupace.com/back-office-heroes.