I love making order out of disorder, no financial "mess" is too big for me to clear and organize. Having the experience of recovering over $130,000 from stale accounts/missing money for a client, has taught me that bringing patience, compassion, and persistence to the workspace, allows financial flow for the client. Freeing the client to create in other areas of his or her life!
I love being a resource to others and sharing my knowledge. I went into the financial industry out of college, since that felt easy to me, a natural fit to work with numbers and organization. I was able to use the detail-oriented side of me while working for Deutsche Asset Management for ten years earning the title of Vice President in the Credit Risk Group, and then the past then years of helping manage the financial lives of others.
I could assist a person in organizing their paperwork so that they would easily be able to assess on financial spreadsheets their holdings and can make educated decisions on how to move to the next steps in their life.
I am easily adaptable and find joy in making order from piles of paperwork. I love the mystery of finding solutions to make financial flow possible.