What is your area of expertise?
Wealth Management which encompasses investment management of individuals, businesses, charitable endowments, retirement plans; comprehensive financial planning; estate and trust administration and settlement, retirement plan administration.
To what do you attribute your success?
I have a passion for the people that I help every day. They know I genuinely care for them and in doing so, I can better serve them with their financial matters – whether they are currently a client or not.
From what do you draw strength?
I have a very deep faith in God and my family is my rock. I also surround myself with encouraging and extremely talented people in our office.
What inspires you?
Unsung heroes, nature, individuals who have challenges (no matter what kind) and can still find meaning and blessings in their everyday lives.
How have other women impacted your life?
I love working with women who can be humble leaders in a team environment. My mom is my greatest example in this area. She is one of the strongest people I know yet led her company (and later her town as mayor) with great moral fortitude, incredible perspective and effective leadership qualities while showing incredible kindness and treating others with the utmost respect.
What strengths do you bring to those around you?
I am joyful. A positive outlook allows for greater freedom in finding solutions to complex problems. I also have a very open door policy and love to mentor and teach those around me.
On a typical weeknight, we could find you doing what?
Cooking and spending quality time with my husband of 34 years. It might not be exciting to some but it’s exactly what I look forward to every single day.
What advice would you give to a younger version of you?
To not worry so much about failure and be more confident! Some failures lead to very constructive growth. I would also tell myself not to worry so much about what others think – just do your best and everything else will take care of itself.
I absolutely love what I do and feel incredibly blessed every single day to have opportunities to meet and be blessed by others while providing them solutions.
4210 Philips Farm Road,
Suite 109, Columbia