I am the Office Coordinator at Beacon Financial Planners, Inc. where I have the pleasure of combining my passion for helping others with my skills in organization and communication. My primary responsibilities include scheduling, marketing, software management, and ensuring compliance with industry regulations. Having worked in the financial services industry for over 19 years, I have gained a wealth of experience and knowledge that I am eager to share with our clients.
Before joining Beacon Financial Planning, I worked at a large financial planning firm, where I honed my skills and deepened my understanding of the financial world. What motivates me most is the opportunity to assist our clients in reaching their financial goals. Interacting with people and helping them achieve their dreams provides me with a profound sense of accomplishment. I firmly believe that the greatest value I can offer my clients is good communication, ensuring they feel informed and supported throughout their financial journey.
Originally from Royal Oak, MI, I now reside in Nevada with my spouse, Sam. Outside of work, I enjoy spending my free time reading, watching college and professional football, cooking, and exploring the local area.