- With IAG since: 2013
- Personal: Family time and sporting events
The best part of being a Financial Advisor is getting to know my client’s stories. I want to understand their fears, their hopes and their dreams. It is most rewarding for me when I can help my clients have a true understanding of their financial picture. I like to help them identify areas that need attention and then develop their personal GPS plan. Developing their GPS plan involves gathering all of their financial data, preparing a financial plan and analyzing their investments. Guiding them through all of life’s changes, adjusting the plan when needed, and always keeping their best interest as my top priority is what makes our client-advisor relationship work.
One of the most wonderful aspects of working at IAG Wealth Partners is our collaborative team approach to planning. As a member of the Financial Planning Team, I work with all of IAG’s advisors helping them prepare unique plans that align with each of their clients financial goals. I would urge anyone looking for financial management and investment guidance to carefully interview every firm and advisor you’re considering. When making such a crucial decision, I’d encourage you to place a high value on teamwork.
My husband, Robert and I have four sons. We spend our free time attending the boys’ many sporting events. Favorite family pastimes include going to water parks, watching movies and taking road trips together.