I’m part of our client service team and am the voice behind the client annual plan reviews, working with clients to ensure they stay on track with their financial situation and planning journey. I’ve been involved in the family business since 2014, filling various roles to support the back office processes.
Working in a family business is rewarding, especially seeing the positive impact we make on our clients and their families. I joined the business to support my husband, Brian, in his efforts to serve our clients. Working alongside family and friends is a joy, and I’m excited to see our children now involved, carrying forward the legacy we’ve built.
My husband Brian and I have three children and five grandchildren, and I spend much of my time with them. I’m a Christian, serving in our church’s ministry for college-aged adults. I’m passionate about international missions and frequently travel to Southeast Asia, leading teams overseas to spread the gospel and build relationships. I volunteer to facilitate a sponsorship program supporting children overseas. I enjoy crossfit and mountain biking.