I had an uneasy start with money.
Money, its value and purpose, was not a topic discussed in my home growing up. However, partway through college it became a topic of concern, as the meaning of my student loans took form. Fear, shame, and anxiety about money – all came into fruition.
After graduation, when my first loan payment came due, I was hit with two realities: the real cost of my education and how far a paycheck did (or did not) go. Both transpired into an unhealthy obsession with money. The little I had led to a focus on earning it and saving it, with my self-worth tied to it.
It wasn't until my mom passed that I realized how short life truly is. It spurred introspective thinking. What did I want to accomplish? What and whom did I value? What legacy did I want to leave?
This ultimately led to an intentional realignment of my life, values, and resources – money and, more importantly, time. My dad’s saying, “I work to live, not live to work,” finally struck a chord. Every choice has a cost, not always monetarily, but always of time. Time grants me the ability to invest in my life and the lives around me – to be present for family dinners, to take care of my health, to enjoy a date night with my spouse, a game night with friends, and the ability to make a difference in my community.
And that’s why I do what I do. One of the greatest joys I receive from my job is the ability to guide clients through their money story, uncovering their values and helping bring congruence between their money and lives.
In my free time you will find me walking to the library with my husband John and daughter Haddie, spending countless hours engaged in fun conversation and delicious food with family and friends over the dining room table, attempting to maintain a regular workout routine, and cheering the Packers on to victory.
Education, Certifications, and Awards:
- Graduated from the University of St. Thomas, where she studied Biology and Chemistry.
- Certified Financial Planner designation (CFP®)
- Currently enrolled in California Lutheran University’s MBA program for Advanced Financial Planning.
- Board member of Stages Theatre Company in Hopkins.