The relationship with money started early. Around age six, I opened my first savings account with deposits I'd earned doing odd jobs around the neighborhood, and that feeling of working toward something and watching it grow stuck with me. By the time I was in college, I'd found my way into banking, and from there into insurance, fixed annuities, and eventually Charles Schwab, where I spent nine years across Private Client Services and the Wealth Management Branch. Passing my Series 7 was the moment the industry really opened up for me, and I haven't looked back since.
What drew me deeper into this work wasn't the technical side, though I came to love that too. It was the people. Every client brings a different story, a different set of circumstances, and a different idea of what they're working toward, and I find all of it genuinely interesting. No two weeks look the same, and that variety is part of what keeps this work engaging after over a decade of doing it.
One of the most meaningful things I'm part of each year is our work with a widows conference, where we hold small group sessions to help women navigate the financial side of an already difficult transition. Watching someone come in overwhelmed and leave with a clearer sense of where they stand is the kind of moment that reminds me why this work matters.
Outside of the office, life is full in the best way. I have a husband and two boys, and when we're not busy with them, there's a good chance we're camping, fishing, out on motorcycles or ATVs, or finding the next concert worth driving to. Cooking and staying active round out the rest.
