I began my career at Personal Benefit in 2012—assisting advisors and learning about the world of financial advising. Prior to Personal Benefit, I was an accountant, so my detailed nature fit well here.
I worked closely with the advisors behind the scenes to develop Retirement Plans for clients. I also got my insurance licenses, and started working more closely with clients. I saw first-hand how important is to have a comprehensive plan in place to prepare for retirement, and insure stability in retirement.
It became apparent I enjoyed helping piece together clients’ goals with the myriad of strategies we have available. That’s when I got the licenses required to be a Financial Advisor.
I’m fortunate to work alongside a team of advisors and staff that have boundless knowledge and that care about everyone we work with. I feel that I grow every day, and I will continue to grow and learn so I can help you prepare for your now and future.
My husband and I call Golden home, and we both hail from Kansas State University and Wichita State University. We have three grown sons and are fortunate they are all still close by. We love having travel plans, hanging out with our sons, making plans with friends, taking our Moms on trips, and our English Setter, Dakota.