How do you improve clients’ lives?
I have always been the encourager and supporter in my family and circle of friends. So naturally, I tend to be the same with clients and go beyond serving as a wealth manager and financial planner when providing financial education, guidance, and strategies. As I help my clients build financial security and simplify complex financial decisions, I aim to help clients increase their confidence and to feel empowered in all areas of their lives.
Why can people trust you?
As a CFP® professional, I made a commitment to comply with the high standards of competency and ethics outlined in the CFP Board’s Code of Ethics and Standards of Conduct. The duties owed to clients under these standards align with my core values of integrity, compassion, and honesty. I truly believe in treating others the way I would want my family or myself treated. I also believe we all reap what we sow, and although I am far from perfect, I do try to sow good seeds despite what is going on with, to, or around me.
What should clients know about you and your business?
I have dreamed about having this career since I was in high school. What started as a goal of increasing financial literacy in my family has grown into a vision of helping families nationally. I would work in this role for free if I didn’t need to support my family. I’ve always been passionate about helping and serving others. Now as a breast cancer survivor, I have learned how precious life is and have become even more empathetic and intentional with helping and serving others.
How do I spend time away from the office?
My children keep my husband and me busy. When I am not running across town supporting them in their many activities (soccer, track, baseball, volleyball, theater, scouting, choir, clubs, you name it), you’ll probably find me reading, playing sports (volleyball, pickleball, or basketball), playing card and board games, attending bible study, or meal prepping. I also enjoy serving as the Youth Director and teacher for the 3rd-5th grade class at church.
What is an unusual fact about you?
I come from a family of educators. My paternal grandmother and her sister were early childhood teachers. My father is a retired high school math teacher, and my mother is a retired elementary school teacher. My older brother is a semi-retired elementary school teacher. My oldest sister is a middle school math teacher/coach. My second oldest sister has a PhD in Math Education and is a coach to math teachers and also teaches at a university. While my younger brother does not have an actual career in education, he used to work as a daycare teacher for a couple of years prior to starting his naval career. I worked as a substitute teacher while in college, am currently a Sunday school teacher at church, and consider myself a financial education in my career field.