What do you enjoy most about wealth management?
Without the wealth management process, most people make financial and life decisions based on instinct, analysis, peer pressure and impulse. Wealth management allows everyone the ability to clearly define their path and then gives them the roadmap for getting there. Nearly every decision we make has an impact many years down the road, but how would one go about estimating that impact. This is the true value of the wealth management process – the quantitative real-time impact of current decisions on our retirement, college funding, and general financial wellness in the future.
What are the biggest challenges?
Articulating the value proposition accurately. In addition, I believe that some individuals don’t want the feedback of the process and continue to make convenient choices in the moment and avoid consideration of consequences rather than knowing the consequences and making the appropriate (albeit occasionally less comfortable) choices now.
What professional accomplishments are you most proud of?
In the spring of 2016, I finished my MBA degree from the University of Wisconsin – Madison, which allowed me to explore other aspects of our industry that interest me. After spending over a decade as the Senior Compliance Officer for MassMutual Wisconsin, I feel that my MBA allowed me to expand my professional horizons to operations management and beyond.
What personal accomplishments are you most proud of?
Raising my beautiful daughter. Each day she is smarter and stronger than the day before and I know that I am a direct influence on that as a role model of a strong, smart female.
What quality of yours makes you best suited to do what you do?
Empathy – I think it’s the cornerstone to running an organization of successful people.
How should people think about their wealth?
Wealth isn’t something that just happens to most people without planning and dedication. You can no longer finish your career and then have retirement set up and waiting for you. For those who are dedicated, we can help with the planning.
What do you love to do outside of work?
Swimming, hosting, reading, hanging out with my daughter, exploring the city or going on daytrips.
What’s the most influential book you’ve read?
To Kill a Mockingbird by Harper Lee. It’s a reminder to do what’s right and what you believe in despite being unpopular.
What would you be doing if you didn’t work in the financial industry?
Starting a cosmetics company.
Education and accreditations
- BA in Biology and French from Truman State University in Kirksville, MO
- MBA from University of Wisconsin-Madison. Go Badgers!
- CERTIFIED FINANCIAL PLANNER designation achieved in July 2019