I am a CERTIFIED FINANCIAL PLANNER™ professional with more than 30 years of advisery experience. While at Fidelity Investments, I fast-tracked to a position of Senior Account Executive, managing the relationships of 540+ clients with more than $740 million in assets. One size does not fit all…..Wealth is a combination of puzzle pieces that fit together through strategic planning.
I received my Bachelor of Science in Business Administration from the University of Texas at Dallas and a Masters of Business Administration with an emphasis on Financial Services from the University of Dallas.
As a Stephen Minister at Compass Church, I serve those experiencing difficult life events.
Born on a small farm, my values about money were influenced by my father who was born into the Great Depression and my mother who was one of thirteen siblings. All my clothes were hand-me-downs or homemade. Money was never spent frivolously, yet we never felt poor. My husband and I lived paycheck to paycheck while I worked part-time through college and raised our two young children. Today we are Financially Independent. We did not win the lottery nor inherit a trust fund; we simply followed our unique strategic plan.
"A Goal Without a Plan is Just a Wish"
Antoine de Saint Expure'ry
As a software engineer and marketing manager for Gould Computer Systems, I traveled domestically and internationally for 13 years working with clients to apply state-of-the-art technology solutions to their complex applications. During that time, I learned the value of developing strong relationships with clients and associates. While working for Fidelity Investments, I experienced a wide range of challenges supporting High Net Worth, Sales and Customer Service Departments. Through my own life experiences and understanding that everyone has diverse situations, I have developed the ability to empathize with families coping with complex or unusual problems.
I am passionate about helping clients understand that wealth management is not just for the wealthy. My goal is to provide confidence and peace of mind to each of our clients.
I have an Associate Degree in Computer Science from Niagara Community College and studied Economics at the University of New York at Buffalo.
I am active in Rotary International and have a strong Christian Faith.