I formed my own CPA firm, which I operated for more than 23 years before merging my company with The Planning Center in 2011. Today, I am responsible for the accounting and tax services provided to our clients. My career focus is to serve our clients to the best of my ability. It is a pleasure being a part of The Planning Center and coming to work every day. There are always new and different assignments, and I am constantly teaching others and learning myself. Most of all, I love interacting with our clients and helping them make life-planning decisions.
I live each day to the fullest with no regrets. I am recently married to Larry and we enjoy spending time with family and friends. On my days off work, I enjoy travel, brisk walks, golf and singing in the Praise Ensemble at contemporary worship service at church.”
Affiliations: Fee-Only Planning
Education: BS in Accounting from Western Illinois University, 1974
Memberships:
Leadership:
My life’s biggest milestone:
I hope I have not reached it yet
My favorite thing(s):
To be with family and friends. Anything social.
My greatest extravagance (under $100):
Why another pair of shoes, of course.
Favorite destination:
I love the island of St Maarten.
What inspires me:
My faith in God and Jesus as my Savior gives me hope and courage no matter what life may bring.