Growing up in the Midwest as an only child, I became acutely aware of the importance of financial planning very early. My mother passed away when I was 12, and a few years later my father suffered his first in a series of heart attacks and was unable to work for several months. When I was a junior in college, my father had another heart attack the week my college tuition was due. Fortunately, he was a planner and a saver so we had a home that was paid for, insurance, and money in the bank. A divorce in my late 20’s brought the message home once again. I knew that I had to take care of myself financially and that required planning. All of these experiences informed my future career decisions.
I finished my undergraduate degree at Michigan State University and a graduate degree at George Washington University then began a successful career selling word processing equipment for Wang Labs. I remarried and moved to California where I decided to leave the high-tech world behind to begin a family. Around this time I was offered an opportunity to join a boutique financial services firm. My husband and I had been clients of this firm so I was intrigued by the potential to learn more and help others navigate a financial maze I had so often encountered personally.
Immediately, I began taking courses to get licensed and acquire my Financial Planner Certification. After several years, I formed my own firm and over the years that firm grew. Many of those early clients and, in some cases their children, are still clients. Joining forces with Harris Private Wealth has seemed like a natural next step in the evolution of my business and life.
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