Reason you got into this business?
When I was young, I once sat in on an appointment my parents had with their financial advisor. I was a fly on the wall as they discussed a strong financial plan for our family, and instantly hooked. It was in this moment that I knew I wanted to pursue business and eventually earn a degree in finance.
Later on, I was hired as an intern at a financial planning firm by Glenn Stears, who eventually became my co-partner in founding 360 Blue Financial Strategies.

Primary way of advancing my career knowledge:
In my spare time I try to learn everything I can about people’s money mindset. I read on a daily basis and follow industry thought-leaders through blogs and publications. In addition to this, I network with fellow financial professionals who are mutually committed to bettering the overall client experience in financial planning.  

One thing I’m doing to help the planet:
Today, we are faced with pollinators disappearing at an alarming rate. I recently replaced my landscaping with native prairie plants to create a habitat for these pollinators. I also support the Cornell Lab of Ornithology of Cornell University (www.birds.cornell.edu) as they work very hard to educate the younger generation in ornithology.

One goal I’m saving for:
My husband and I are saving for a trip to go to Romania and Croatia.

Favorite Quotes
Before anything else, preparation is the key to success. ~Alexander Graham Bell
Things do not happen. Things are made to happen. ~ John F. Kennedy

One project I worked on recently that I am really proud of:
I coordinated the transition to our new broker-dealer, United Planners. This was huge because the transition happened just weeks after I got married. I had two life-changing events happen in such a short span of time.

Hobbies / Passions
I’m currently obsessed with learning about the art of Ikebana.  I also practice yoga and meditate to keep a clear and focused mind.  

What’s your biggest accomplishment?
I paid for my own college education.