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My responsibility as a Client Services Associate is to assist all clients of The Planning Center and members of our team. I have been working in customer service since I was 14 years old and am glad to be bringing that knowledge and expertise to The Planning Center. I want to provide a safe space for clients to feel comfortable as soon as they walk through the front door.
I am 25 years of age, but I have experienced so much within my 25 years on this earth! I love traveling, going on adventures with my fiancé, hanging out with friends, playing video games, and bingeing the latest and greatest TV series that captures my attention. I grew up in a small town that has grown and is not so small anymore. I believe in living life to its fullest! I have two puppies; one is a Siberian Husky and is very sassy. The second one is a mixed breed whom we rescued from the shelter and is a big ball of energy! I also love nature and sunsets!
What inspires me:
My grandparents. They both taught me that hard work and dedication do pay off. They both worked tremendously hard to create the life they had, and I am so happy to be their grandson. My grandma is one of my best friends! Sadly, my grandpa is no longer with us, but I value every moment I got to spend with him. My parents have also worked very hard their whole life. My dad owned a business and had a full-time job on top of that. My mom has worked for the company she’s with for over 30 years. Dedication and passion are vital in creating a successful future.
Most effective saving tip:
I have my bank accounts structured. I have a standard savings and checking account, but I also have sub accounts. I have a sub account for bills, another for mortgage and another account for home improvements. I do this so I can divvy up money into the appropriate accounts so I know how much I can realistically save afterwards.
My favorite thing(s):
My fiancé, my dogs, ice cream, and reality TV.
Favorite destination:
I love Cocoa Beach, FL. The atmosphere and ambiance are immaculate. I haven’t gotten to visit yet, but one day I would love to visit Bora Bora. It looks breathtaking!
Schedule a free 15 minute conversation and we’ll spend a few minutes getting to know each other so we can learn if what you are seeking and what we provide are a good fit for each other. If it seems like a fit, we’ll talk about next steps. If we’re not, we’ll help you find the right group for your needs.
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ALASKA
310 K Street
Suite 405
Anchorage, AK 99501
FRESNO
7055 N Maple Ave
Suite 108
Fresno, CA 93720
QUAD CITIES
1615 Fifth Avenue
Moline, Illinois 61265
IOWA CITY
136 S Dubuque St,
Iowa City, IA 52240
CHICAGO
303 West Erie Street
Suite 311
Chicago, IL 60654
NEW ORLEANS
1521 Washington Ave.
Suite B
New Orleans, LA 70115
TWIN CITIES
800 N Washington Ave.
Suite 701
Minneapolis, MN 55401
ALASKA
310 K Street
Suite 405
Anchorage, AK 99501
CHICAGO
303 West Erie Street
Suite 311
Chicago, IL 60654
FRESNO
7055 N Maple Ave
Suite 108
Fresno, CA 93720
NEW ORLEANS
1521 Washington Ave.
Suite B
New Orleans, LA 70115
QUAD CITIES
1615 Fifth Avenue
Moline, Illinois 61265
TWIN CITIES
800 N Washington Ave.
Suite 701
Minneapolis, MN 55401
IOWA CITY
136 S Dubuque St,
Iowa City, IA 52240
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