It sounds cliché I know, but helping people has always been a passion of mine. I grew up in a suburban lifestyle with a twist of farm life. Both of my parents grew up on family farms and because family is a value to us, I had the privilege of spending much time on those farms. The influence of farm-life along with depression generation grandparents, making wise financial decisions was taught early in life.
My journey has been in small business, corporate America and for the past 20 years in the financial services industry as an advisor.
I view myself as a financial coach/mentor that focuses on teaching and empowering clients to make stronger financial decisions based upon scripture and economic facts rather than opinions. I make finances simple in a safe environment. I listen and ask questions to understand my clients, build trust and discover their money behaviors. This allows me to guide, teach and empower them to feel confident to make financial decisions. I am transparent of my journey to speak into areas if needed that are not always related to finances, but to lend guidance.
My goal for each of my clients is to help create and preserve wealth, providing them with a lifetime strategy to help them gain financial control of their lives and to reach their financial goals and dreams. Each one of us has a "money story". My role is to discover your money story and guide you to write a better ending to it.
While not focusing my energy on clients, I enjoy spending time with my husband, riding my motorcycle, exercising, traveling, reading and cooking. I have two adult sons, daughter-in-law and grandson. I cherish the moments we get to spend together.
I have four core values that guide me professionally and personally. Those values are faith, truth, health and family These core values reflect how I work with my clients and the civic organizations that I’m involved with. I’m an active member of local church and various organizations in my community.
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