Areas of Expertise:
- Between Generations
- Corporate Executive Planning
- Transition Planning
- Crisis Planning
I’ve been around planning a long time. I’ve seen a lot of different situations and planning strategies, which is why I work with other planners to bring my experience and their fresh perspective to every case.
Education & Certifications:
- CERTIFIED FINANCIAL PLANNER™CFP®,
- American College in Bryn Marr, Chartered Financial Consultant (ChFC®)
- Governors State University, MA, Human Relations Psychology
- University of Illinois at Chicago, BA, Education
- Founder and Managing Partner at Fiscal Fitness Clubs of America
- Adjunct Professor at College for Financial Planning
- National Director of Advice & Sales, Wealth Segment at Key Bank
- National Director of Financial Planning, Private Client Services at JP Morgan Chase
- National Director of Financial Planning at Wells Fargo
- Lots of other jobs including financial planner, trust officer, portfolio manager, insurance agent, psychologist, grade school teacher, retail sales, secretary, and waitress!
Leadership and Memberships:
- National Board Member, Financial Planning Association (FPA)
- Past President and committee chair, FPA of Colorado
- Member, National Association of Personal Financial Advisors (NAPFA)
- Founding Past President of Women’s Estate Planning Council
- Member, XYPN Network
Awards, Presentations & Media Mentions:
My favorite award is one I received several years ago: 4 Women Who Dare Award, Channel 4 in Denver.
My love of teaching and sense of humor along with interesting, useful topics have resulted in being invited to present to many organizations. These include FPA national conference and many chapters, TD Ameritrade, College for Financial Planning Annual Conference, XYPN Annual Conference, Bloomberg’s Corporate Conference, Society of Human Resources Conference, client events for multiple companies, training of advisors for multiple companies, and many non-financial associations. I’ve also interviewed with Brian Jennings, Nightly News. Favorite topics include: The Psychology of Money, Between Generations and Winning at the Financial Planning Game.
A great planning tip:
Try living for at least 1 year into the new budget before making a major change such as buying a new house, having a new baby, or retiring.
Why I love what I do:
Because money is so intertwined in our lives, I make a major difference with people. Not having control nor understanding of money can really mess people’s lives up!
What brings me joy outside of work:
My family, my dog and my girlfriends! They all make me laugh and enjoy life.
• Market Watch: Downsize your debt before retirement
• Daily Times and USA Today: How to improve your readiness for retirement
• Investment News: Women go nontraditional with new advisory practices