As a Lead Advisor at Paracle, I am the primary point of contact for the families we serve, responsible for maintaining a proactive, ongoing relationship. I help to identify and achieve goals over time. Additionally, I help to coordinate with other trusted Advisors (CPA’s, Attorneys, etc.), ensuring each family we serve feels confident in all aspects of their financial life.
I was looking for a new challenge in 2008. I was not exactly sure what that challenge would look like, but I knew I wanted to have a role where I was able to serve others. When I met with the co-founders at Paracle, I knew that I wanted to be somewhere that I could serve people with the same level of passion that they did. I didn’t hesitate when they asked me to join their firm.
I enjoy making people’s lives easier. Our clients have confidence and peace of mind that their financial matters are taken care of. We are able to take some of the burden and stress off of their shoulders and this gives them the opportunity to focus on their passions in life.
The best part about being a member of the Paracle team is my coworkers! Everyone here is hardworking, smart, and supportive. I know that I can count on them. Being surrounded by smart and hardworking people encourages me to continually strive to be a better Advisor.
I enjoy being inquisitive in my position as an Advisor. If an answer doesn’t sound right, if something doesn’t make sense, figure out why. The more we know the better equipped we are to handle whatever comes our way.
Outside the Office
Jerry Seinfeld: I’m Telling You for the Last Time
Favorite Work Music:
Favorite Workout Music:
Most Desired Super Power:
Why did you choose your prop?
My props are photos of my girls Taylor and Stevie. My favorite job is being their mom. Cheering them on, supporting, and encouraging them brings me the most joy. I work hard to be a positive role model in their life. I will consider my life a win if they grow up knowing how loved they are.
What else do you do like to do for fun?
My husband and I enjoy hiking together. As a family we love to go camping and we do that often in the summer. We enjoy swimming, hiking, and of course campfires!
If you could trade places with any person or movie character for a day, who would it be and why?
Patch Adams. I think understanding people and taking the time to meet a person where they are is one of the most important jobs any of us can do. And it is better if we do this with a little laughter!