I have provided customer service to both residential and business customers during my career. My department’s work at a previous employer moved to the Midwest forcing me to retire abruptly. I became an employee at The Planning Center after becoming a client of the firm in early 2016 and I am excited to be a part of such a great company.
In my spare time, I enjoy spending time with my kids, visiting with friends and family, and exercising. Among my other favorite activities are listening to music, gardening, cooking, traveling, and playing card games. One of my long-term goals is to go to New York and see a Broadway musical.
Areas of Expertise: Customer Service Training
Who inspires me: My mom inspires me to be a kind, hard-working individual. She has been a great role model for my children and me. She has always been hard working, caring, loving (with her old-school German family values), and very joyful. In addition, she is a MEAN cook in the kitchen!
My life’s biggest milestone: Retiring from AT&T after 37 years
My favorite things: Dark chocolate and red wine
My personal hero: My dad, who faced adversity growing up, joined the Navy, fought in WWII, and then became the best father figure anyone could hope for.
Favorite destinations: Any Central California beach town and Disneyland
We learn and teach continuously
We make decisions with future generations in mind
We work directly for our clients and put client’s interests first
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