I help to demonstrate that planning for tomorrow doesn't mean sacrificing the joys of today - by fostering balance as a way to secure the future while living in the present. We are a baseball loving family, Go Cards, and enjoy golf cart rides with our golden retrievers, Ollie and Ellie. I graduated from Unity High School and went on to complete my Bachelors Science of Nursing from Lakeview College
of Nursing in 2014. I worked as a Registered Nurse for 8 years with 4 years in leadership, as well as, practicing as a Sexual Assault Nurse Examiner. I transitioned careers to a financial representative to provide value and peace around finances as my advisor had done for me. I have also worked in the Direct Sales industry which has allowed me to understand the lifestyle and needs of healthcare workers and network marketers alike and what is important in planning for them. Lastly I have experience as a single, teenage mother which has given me a greater understanding of planning needs for single income families. I am happy to work with anyone but I certainly enjoy working with people in healthcare, single income families and direct sales and feel it is a way to give back to the life that provided for me for so long. I work with driven, motivated, tenacious, visionaries who want confidence in their finances to be able live out their passions and dreams today, like female decision makers, healthcare workers and network marketers. Other companies can silo or cookie cut their financial planning, but we take a comprehensive approach to financial planning that allows us to get to know our clients on a personal level, understand their dreams and goals and present a plan with strategies to give them the life they've envisioned. One of the most important things I do is help bring you confidence and stability to provide peace around financial planning with honesty and understanding. I believe planning is ever changing and should evolve with your lifestyle and I am committed to revise your plan to meet challenges and new opportunities head on.
