I want to make sure everyone has access to proper and ethical financial education so that they can be the best stewards of their finances and live the most fulfilling lives they deserve to live. I believe this will have a ripple effect to those around them and can impact entire families and communities.
I am a working mom of four… enough said. Ha! I grew up in El Paso and Houston, went to Texas A&M for college, got a Finance degree with a double minor in Economics and International business, met my husband my senior year of college and, five months later, got married to him on a road trip to Naperville, IL. Fast forward twelve years, we have four kids, I have built a successful financial services business, my hubby owns a business of his own and also plays in a Folk/Americana band and we travel as much as we can with and without our kiddos. Our lives are crazy busy but literally would not change a thing. We attend and serve at Neartown church, I lead a women’s study group at work, I am a member of our PTL board at school and am in a very active wine drinki…. I mean Bunco group. I love to read and do puzzles but don’t ever have time to do them! At the end of the day, I am just a normal mom trying to work and get my kids to school on time. I love my job and want my life’s work to make a difference in this world. And I love college football.
Qualifying Questions: What are three questions we can ask clients to help pave the way for a referral? List them here.
Have you reviewed your life insurance recently?
Have you considered sitting down with a financial advisor to make sure you are saving in the correct retirement plan?
Do you have someone looking over your financial goals with you?
Describe How You Would Like To Be Introduced Via Email
As “a financial advisor who works with families/business owners/professionals like you.”