The best part of my career is getting to know my clients on a very personal level. I have over 22 years in the financial services industry and have found my passion is in building lasting relationships with my clients. I'm inspired every day by my clients life experiences. I appreciate sharing their work experiences, travel and learning endeavors as well as getting to know their family and what is most important to them.
I'm a mother of 3 beautiful children and we live on a ranch outside of town.
I spend my free time enjoying horseback riding, fishing and playing outside. But, most importantly, I pride myself on cooking from scratch and growing a beautiful garden. This is also how I conduct my business. A retirement strategy is not just a sum of all it's ingredients. It takes care, passion and patience to put all those ingredients together. Like a beautiful loaf of bread or a vine of cucumbers, with great care, they will grow.
My ideal experience is to get to know my clients on a deep, personal level. My goal is to be one of the top few names on their emergency call list. I want their family and friends to be comfortable reaching out to me if there is a time of need.
I also enjoy educating my clients. We frequently sit down as a group and enjoy a learning experience over a great meal. This isn't just about advice, this is us walking together through this journey.
I enjoy working with pre-retirees and retirees to ensure they have a solid strategy to carry them though their golden years. I work well with recently divorced or life-transition event clients. There is such a great feeling when someone needs new direction and guidance and I am able to provide the solution and reassurance.
That's enough about me! Tell me about yourself! What are your retirement goals? Do you plan to travel? Spend time with family? Volunteer for charity?
If you have time, I'd like to get to know you better. Please reach out. I am here if you need me.
- Retirement Income Strategies
- Wealth Protection Strategies
- Wealth Strategies
- Divorce Finances
- Intergenerational Planning
- Business Owner Considerations
My Personal Interests
- Culinary Arts
- Horseback Riding