Client Services Manager
I realized my passion for personal finances in college during a Money Management course I was taking ‘just for the business credit’. I began exploring what it looked like to have a financial plan in my own life and taking steps towards becoming financially independent. My husband, Ian, and I now live in Arvada, CO with our one-and-a-half-year-old son, Sebastian. We continue to work towards our financial goals and are enjoying life even more without the stress of wondering where our money went!
I began teaching ‘Financial Peace University’ a Dave Ramsey* course in 2010. I enjoy helping others create their own plans and manage their money through 1 on 1 coaching.
I am excited for the opportunity to work with Joey and his clients. I look forward to getting to know each of you and working with Joey to help others create and achieve their financial goals!
*Raymond James Financial Services does not endorse and is not associated with the Dave Ramsey Financial Peace University Program.