As a Financial Planner, I try to make a difference in the lives of my clients every day by being available to discuss their concerns, problems and successes. I enjoy discussing what life brings us, as well as the options I can share to help. To me, the journey is as much fun as the solution. I get to know my clients and make sure they are receiving the proper guidance for their personal situation.
I graduated from Northern Illinois University in 1991 with an Environmental Science degree, wanting to help others and make a difference. I transitioned into Financial Planning in 1996 because I found a new passion; a way to help clients understand and make decisions about their financial future. I find this process of discovering a plan for clients to be truly rewarding. It drives me every day to look at each individual situation and discover the right path forward.
In my downtime, I enjoy spending time with my family. As a family of 5, we enjoy going on vacations, concerts and camping. Our favorite place to visit is The Rocky Mountains. We enjoy hiking, biking, sitting by the campfire, and taking pictures to bring the memories home with us. You will even find some of those photos on our website and in our office.
I joined Forward Wealth Group in April 2011. What began as a part-time opportunity has grown into a career of 10+ years. Each year, I strive to grow both personally and professionally in order to give our clients the very best service I can.
As our Practice Manager, I devote the majority of my time to customer service, handling all business operations and making sure that our client experience meets and exceeds your expectations.
When I'm not at work, my family and I enjoy being outside as much as possible. I love spending time at the river, lake or ocean - as long as there is water I am happy! Our son Mitchell keeps us busy with school and sports activities, there always seems to be something going on. I know we'll miss those days when he is off to college in a few years.
Our affiliation with Commonwealth Financial Network® gives us access to teams of advanced planning consultants, investment research specialists, and retirement professionals, to help us better serve your needs. Use the links below to learn more about our support teams.
Giving back is an integral part of who we are at Forward Wealth Group. We genuinely care about the community where we work and live and are committed to being a strong, positive influence.
These are some of the great organizations we proudly support:
