My passion for financial planning all began at a large regional bank in my hometown. After working there for a couple of years, I decided that while I was in the right industry, I needed to be able to make recommendations that truly served my clients’ best interests.
Upon having this realization, I decided to leave the banking world and pursue a variety of positions at several financial planning practices, eventually deciding to branch off and form my own firm. Since then, I’ve worked with individuals, couples and families of all backgrounds and ages.
Every day, I find new ways to better serve our clients. And with a team that shares the same values and vision as I do, I have no doubt Palisade Advisors will continue to grow and make a real difference in our communities. Outside of work, my wife, Cindy, and I enjoy volunteering our time at several local organizations. When we’re not doing that, we enjoy going to art museums and attending cooking classes.
I would buy a vacation house and embark on a year-long tour of Europe and Asia.
At my sister and brother-in-law’s place with my wife, playing scrabble and enjoying a cold beer.
Live on the beach in the summer and near the mountains in the winter.
I’d wish for a rocket-fast metabolism, an amazing memory and perfect health.
Slow down — the faster you go, the more you miss out on.
From a very young age, I was interested in the stock market. Every day, I would watch my dad as he read the latest stock market update and adjust his strategy accordingly. This passion led me to pursue internships at several investment practices right out of college, where I quickly learned the art and science behind making investment decisions.
While I was able to secure multiple jobs at a variety of firms after that, I was interested in joining a practice that was more in-line with my values and beliefs. One day at a networking event, I met Benjamin Portman, our president, and soon after realized Palisade Advisors was the place for me.
Since joining Palisade, my knowledge and insight into the stock market have continued to grow and expand. A life-long learner, I am constantly reading up on the latest market changes in order to create effective investment portfolios for our clients. In my free time, I enjoy eating out with friends and catching the latest movie.
I would invest it all in the stock market.
At the movie theater catching the latest thriller.
Living on the beach!
I would wish for perfect eyesight, unlimited vacation days and the ability to know which way the market is going to turn before it happens.
Live in the moment and never underestimate your value.
I’ve worked in client relations for many years, beginning as an account manager and then later transitioning to more project management-based work. Over time, I realized I am happiest when I am helping clients have the best experience possible. So, after leaving the marketing industry, I joined Palisade Advisors to get back to my roots and establish a career that I genuinely enjoy.
Every day, I am clients’ first point-of-contact for any issues, questions or concerns they may have. My favorite part about this job is when short-term clients become long-term clients. Oftentimes, we meet clients when they’re in a pretty vulnerable position. However, over time, our advice and guidance eases their fears and alleviates their frustrations, allowing them to genuinely enjoy the experience.
In my free time, you can find me reading, knitting and traveling around the world with my husband, Joe. Our three children — Rick, Whitney and Jeremiah — have all left home, giving my husband and I more time to pursue our other passions outside of our profession, including being grandparents!
I would found an animal sanctuary.
At a friend’s house binge-watching Netflix and eating my favorite Thai dish.
Living on the beach so I could put my surfing instructor certification to good use!
I would wish for the house of my dreams, the ability to work from home and the option to never grow old.
Take more risks and don’t be afraid to say “no.”