Why do you specialize in retirement planning, financial planning or wealth management? If you are considered support or ancillary staff, share why you do what you do.
I have been an assistant in different fields for most of my career. I enjoy helping people find answers and solving problems.
What do “service, integrity and collaboration,” in the context of clients, service or support mean to you?
I think being of service, is collaborative and requires integrity. Being in service is making sure your client gets what they need and also knows you (or the company) are the go to people to get it done.
What do you think sets your organization apart from other firms?
We all are very human, and service oriented.
What is your favorite part(s) of working with clients or supporting teams?
Helping someone solve a problem, or putting their mind to ease.
Tell us a fun, interesting or unusual fact about you.
I have had dinner with a president of the United States
What are your favorite things outside of work?
My Family and friends, my dog, thrift stores and the mountains
Explain how your friends or family would describe your personality.
Outgoing, helpful and friendly
Please briefly describe your background, education and how you started your path into financial planning and investment management.
I have spent most of my life assisting others, typically high- profile executives. I was so happy to accept the job working at Collier Financial for the people I would be working with and a mutual desire to help clients.I have an Associates Degree in Business Administration and have taken many continuing education classes through-out the years.