PROFESSIONAL BACKGROUND
My journey into the world of finance began early, shaped by a lifelong passion for numbers and the experience of growing up in a small town where my father worked at the local bank. Those early experiences helped me appreciate the importance of saving, planning, and keeping a long-term view.
I began my professional career in banking in 2003, laying the foundation for my future work in the financial industry. In 2012, driven by a desire to explore the stock market and retirement planning more deeply, I transitioned into the financial industry.
Prior to joining Soar Wealth Strategies in 2022, I dedicated more than a decade to serving as a Senior Branch Office Administrator for Jon Schuetz. During that time, I cultivated enduring relationships with clients and assisted them in reaching their financial goals with unwavering dedication.
One of my proudest accomplishments has been obtaining my securities registrations through the successful completion of the SIE, Series 7, and Series 66 exams. This milestone reflects my commitment to continuous learning and to providing clients with comprehensive financial support.
PERSONAL LIFE
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 enjoy family activities and embrace the beautiful chaos of parenthood, creating cherished memories that will last a lifetime.
CLIENT COMMITMENT
At Soar Wealth Strategies, my goal is to help individuals and families pursue financial security with knowledge, dedication, and a long-term vision. I believe thoughtful planning can help turn complex decisions into a clearer path forward.
I am passionate about building lasting relationships with clients and helping them feel supported as they work toward the financial goals that matter most to them.