Brief professional history description:
I started out working at banks during & after college. Then, I worked as an assistant to a Financial Planner. After that, I went to work as an assistant/office manager. It was during that time I realized I wanted to get back into the financial planning industry and started as a Client Service Associate.
Brief description of your role:
Prepare & process paperwork, retirement plans, cash projections, goals/objectives, create & maintain statement of net worth & insurance summaries, process money movement
Rollerbalding, reading, going for walks, travelling, movies
“If you want to change the world, you must be your very best in the darkest moment.”
– Admiral William McRaven
Book on your bedside table:
In Harm’s Way by Doug Stanton
What is one thing most people don’t know about you:
I have a small obsession with Native American history
Finish this sentence. On Saturday mornings, you can usually find me...
Walking my dog
What are you happiest doing, when you’re not working?
I’m happiest doing absolutely nothing at the cabin 😊
Best $100 ever spent:
My Garmin watch
Family, significant other, pets or other important figures in your life?
My parents, 4 brothers, dog (Rose) & cat (Leonard)