In my spare time I enjoy playing and listening to music (I serve as our choir’s accompanist at my church), and reading mysteries and spy novels. I find sewing therapeutic, and I’ve recently begun quilting. I love watching football, both collegiate and professional. In fact, I have season tickets to University of Iowa (my alma mater) games and I attend games at University of Illinois (my late husband’s alma mater) as well.
Affiliations: Fee-Only Planning
Areas of Expertise: My tax experience as an Enrolled Agent has served me well, as has my experience in the brokerage industry
Education: BA in IR/HR at University of Iowa
Memberships: T.T.T. National Society—A women’s philanthropic organization
Most important accomplishment:
Having married such a great role model sent my life’s journey in a great direction, and as a result I have two capable, loving, kind adult children and their wonderful spouses.
My greatest extravagance (under $100):
I love going to see movies at the theatre, which provides me with a total escape from any challenges I am facing at the time. Plus, the smell of popcorn is comforting. It’s reminiscent of my childhood when my dad often made popcorn in the evening.
My personal hero:
My late husband exemplified a true servant and leader in all aspects of his life and he continues to serve as my hero.
The person I look up to:
I look up to the partners at The Planning Center, who work tirelessly to maintain a company centered on strength of character and care for our clients as well as for employees.
Why I love what I do:
My work at The Planning Center has evolved over the years, and each assignment provides me with opportunities to continue to learn and grow. Since I love learning, I feel it is an ideal work environment.
We listen and keep an open mind
We build powerful relationships by working towards common goals
We hold ourselves accountable for pursuing the highest standards
We make decisions with future generations in mind
We work directly for our clients and put client’s interests first
We learn and teach continuously