How long have you been working in your field?
What are your areas of focus?
Anything that helps people have greater confidence about their finances.
Who is your ideal client and why should they connect with you?
Anyone who wants to make wise decisions about managing their finances. It doesn’t matter how much money someone has, the desire to start from where they are now and work towards their goals, is what matters most.
Tell me about how you got into your line of work.
I started in the healthcare administration business to serve people. As healthcare providers were consolidating, I found myself in a crowded field of experienced professionals and decided that I should consider other opportunities to serve. As I learned about financial planning, I realized that I could use my financial and analytical skills to help people who wanted to be good stewards of their finances but were bombarded with misinformation in the media and who were skeptical of financial salespeople.
What is the best advice you’ve ever received?
Always do what’s right, even when people aren’t watching.
What did you want to be when you grew up?
I belong to a fishing club called The Waterdogs
I’ve been married for 37 years. (Increase that number by one, every June 19th or I’ll be accused of not remembering how long I’ve been married.) I have two caring, serving and loving children and a daughter-in-law who is just as wonderful. I tear up when I think about how much I love my silly, giggly grandchildren, Andrew and Grace, who are the best huggers in the world. My favorite things to do are anything with family and friends, especially when it involves fishing or biking. I also like driving tractors.