What do you do (in the context of work at PWM)?
I develop customized and comprehensive retirement benefit packages for all types of employers, assisting clients with fiduciary training, compliance assistance, plan health analysis, plan design features, fee benchmarking, vendor searches, plan transitions, vendor management liaison, investment reviews and ongoing plan administrative tasks.
What is one of your greatest accomplishments (as it relates to work)?
Throughout my career I’ve received many awards, but I would have to say that my greatest accomplishment so far is taking the leap of faith in leaving the corporate world and becoming a business owner.
What are your values and how do they inform your career?
My favorite motivational quote drives my values in every aspect of my career. People want to know you genuinely care. Once someone knows you really care, the walls come down and a deep bond of trust is established. They know I “got your six”. This is a military term meaning “I’ve got your back” and on the battlefield, your “six” is the most vulnerable area.
Who are you?
I am a native of Colorado. My husband Andy (a Kansas boy) and I have two daughters and one son. Away from the office I love golfing, camping, fishing and spending time with my family.
If you could choose anyone (dead or alive) to be your mentor, who would you choose and why?
Joanna Gaines makes dreams a reality for many families. Not only do I love her designs and décor, but I appreciate the fact that despite her exploding fame and success, faith and family always come first.
What is a fun, unique fact about yourself that people likely don’t know?
I grow a SCOBY hotel and love drinking “yeastie beasties”.
What is your favorite motivational quote?
“People don’t care how much you know, until they know how much you care.” – Theodore Roosevelt