I joined the team in 2017 as an unlicensed assistant, after 3 years as the branch administrative assistant. While working more closely on the advisor side of business and observing the unique way that Phyllis and her team put extra care into their relationships with clients, I decided that I would like to make financial planning my career. I took the opportunity of extra downtime in 2020 to study for the qualifying exams to become licensed and I became active in January 2021.
I moved to New Hampshire in 2022 and have been able to remain on the team and work fully remote. The quiet and lack of office distractions has allowed me to spend a lot of time becoming an expert using our financial planning software, and assisting with many of the plans that the team is working on. You’ll usually see me through a meeting on Zoom, but with family and friends in Nebraska, I come back to visit the office often.
I am enjoying life in the northeast with my husband, Kyle, and our dog, Willow. We are outdoors more than we’re inside, enjoying all the warm and cold weather activities this beautiful region has to offer.
*Registrations currently held through LPL Financial