A little About Me
I believe that you should spend your free time doing what you love, while knowing that you've taken control of your financial future. Money can be a very powerful emotional trigger, and sometimes a very complicated matter. I feel grateful and fulfilled when I am given the opportunity to help my clients find greater financial confidence.
I like to think of what I do as a mix of education, counseling, training and reinforcement. I start by trying to learn more about each client's history. I'm curious about:*
- What did you learn about money from your family?
- How do your beliefs shape your perceptions and experiences?
- What does financial security and independence look like to you?
- And most importantly, what do you need from me?
With these insights and by keeping the lines of communication open, I hope to develop a unique relationship with each client. Your situation is unlike anyone else's, and I am here to help.
*You can be assured that all information you share with me is confidential
Since I "pry" into your life, here's a little peek into mine:
My family hails from Michigan, but I was born in Amarillo, TX. We moved to Dallas when I was very young. My father was a dentist and car collector. My mother was an English and Speech teacher and the financial manager of the family. We traveled a lot, so I've seen many interesting places, and met lots of interesting people. My parents were enchanted with New Mexico before I was even a "twinkle in their eye." We spent a lot of time in the mountains of northern New Mexico; skiing, hiking, and watching the big beautiful sky. I've had family in the state since the '80's. My parents and I finally relocated after I graduated from college, and have called Santa Fe "HOME" ever since.
I earned my Bachelor of Journalism degree from UT Austin in one of the most beautiful and unique cities in Texas.
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natural beauty are unmatched, in my opinion. |
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Aspen Vista when the leaves are changing is one of the most beautiful sights to behold!! |
I try to remember to stop and smell the Ponderosas. |
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Have you ever smelled a Ponderosa Pine? Try it at least once! |
My favorite hiking partner is my dog, Jackie. |
My family has always been deeply intrenched in the automobile hobby (The second largest hobby in the world, after geneaology). Therefore, I am genetically predisposed to be an enthusiast, myself.
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This is my 1949 MG TC which has been in our family for over 40 years. It's my favorite!
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This 1955 Buick Century joined the collection in 1994. It's a boat!