As a Financial Advisor at Soar Wealth Strategies, I bring a lifelong passion for numbers and a deep-rooted commitment to helping individuals achieve financial security. My journey into the world of finance began in my early years, where my love for mathematics flourished as my favorite subject in school.
Growing up in a small town where my father worked at the local bank, I was immersed in the world of finance from an early age. I fondly recall accompanying him to work, eagerly pretending to be a teller behind the counter. Little did I know then, those early experiences would shape my career path in profound ways.
One of the toughest lessons I learned came when I landed my first job and embarked on the journey of saving. Despite diligently depositing my earnings into my savings account, I watched with dismay as my balance seemed to dwindle rather than grow. Unbeknownst to me, my father, with his banking expertise, had been quietly setting aside funds for my future education, a realization that dawned on me during my college years. Though challenging at the time, this experience instilled in me a profound appreciation for the importance of financial planning and vision.
In 2003, I embarked on my professional career in banking, laying the foundation for my future endeavors in the financial industry. However, in 2012, driven by a desire to explore deeper into the complexities of the stock market and retirement planning, I made the transition to the financial industry.
Prior to joining Soar Wealth Strategies in 2022, I dedicated over a decade to serving as a Senior Branch Office Administrator for Jon Schuetz. During my tenure, I cultivated enduring relationships with clients, assisting them in reaching their financial goals with unwavering dedication.
One of my proudest accomplishments in my career has been obtaining my securities registrations, a feat achieved through the successful completion of the SIE, Series 7, and Series 66 exams. This milestone underscores my commitment to continuous learning and reflects the significant sacrifice and time commitment required to pass these demanding examinations. Through perseverance and dedication, I acquired the knowledge needed to provide clients with comprehensive financial support.
Beyond my professional pursuits, I find immense fulfillment in my roles as a devoted wife to my husband Adam and a loving mother to our four amazing children: Grace, Isaac, Eli, and Chloe. Together, we revel in the joy of family activities and embrace the beautiful chaos of parenthood, creating cherished memories that will last a lifetime.