What’s your dream for the company?
My dream is for Keystone to be recognized as a top-tier, trusted advisor known for exceptional service and genuine compassion. I want the company to be the go-to resource for all financial questions, where clients feel valued and supported in achieving their financial goals and living their best lives.
What are three words people use to describe you?
Empathetic, Loyal, Determined
When you are not working, what do you care about most?
When I’m not working, I care most about spending time with my wonderful husband and my seven amazing kids, who are my favorite people in the world. We love traveling in our camper, exploring new places, and soaking up the outdoors. When we’re at home, I love hanging out with our St. Berdoodle dog, as well as boating, gardening, reading, and cooking. My faith is a vital part of my life, and I find great fulfillment in volunteering with the youth group at our church.
What’s your financial journey?
My top priority is to create a warm, welcoming environment for clients from the moment they contact the office or visit us in person. My passion is building strong client relationships through exceptional service, planning client events and seminars, and engaging in community outreach.