I enjoy working in a professional environment, which allows me to interact with driven, passionate coworkers who are at the same time kind. I also love meeting and getting to know our clients and learning their unique stories. It makes me proud to know that our team is assisting clients in life planning as opposed to focusing solely on the financial aspects of life.
Family is everything to me. When not serving as the “entertainment director” for my twins, I enjoy spending time with friends and family, attending Broadway Musicals and live theater, gardening, and photography.
Who inspires me:
My parents. They have been married for over 40 years and truly set a wonderful example of unconditional love. They have a giving spirit with no expectations in return.
My favorite things:
Photographs. My family. Our cocker spaniel, Petey!
I still love Disney World! Even something as simple as the smell of certain attractions brings me back to my wonderful childhood memories. It is even more magical now to experience the resort through the eyes of our children.
My greatest extravagance (under $100):
I enjoy attending live entertainment events such as Broadway shows, concerts, and plays. I never regret the money I spend on them.
Most effective saving tip:
Slow and steady. Live below your means and, if fortunate enough, never spend as much as you earn.
My personal hero:
It is a tie between my two sisters. We are all best friends and choose to spend time with one another over most anything.
We build powerful relationships by working towards common goals
We listen and keep an open mind
We work directly for our clients and put client’s interests first
We make decisions with future generations in mind
We hold ourselves accountable for pursuing the highest standards
We learn and teach continuously