As a Paraplanner, I provide assistance with planning services, client communication, and marketing efforts for the firm.
Personal Mission
To carry out random acts of kindness, with no expectation of a reward.
What I Love About PDS
I love working alongside a group of unique individuals whose core philosophies all align to create a balanced and fulfilled environment in which we serve one another while helping our clients reach their financial goals.
Education
- BA in Psychology and Sociology from Kent State University
About Me:
Having grown up in Nashville, southern hospitality is deeply embedded in my roots. From an early age I was taught that everyone is deserving of kindness and the importance of having a serve first mentality. I believe these values have helped shape the way I approach and build strong relationships with clients and colleagues. Throughout my 15 years in this industry, I’ve come to learn that, simply put, people are my passion. I find it most rewarding helping clients navigate through one of life’s most important journeys, financial wellbeing.
My husband Chris and I have three amazing boys – Pierce, Henry and Parker (identical twins!). When we aren’t chasing the boys down, we enjoy being outside and exploring all this booming city of Columbus has to offer. We love hosting friends and family for activity nights. Being Columbus transplants, we will cheer on the Buckeyes, but the TN Vols will always rank #1 in our household. Throughout the ups and downs of the past few years, the pandemic has taught us a very valuable lesson… to slow down and focus on being present with the ones we love.