My Background & What Brought Me Here
I first started my career in public accounting and tax preparation. After my first child was born, I made the return to my hometown of Sioux City and transitioned into insurance accounting. This career shift connected me to Mary and eventually a position at Sterk Financial Services.
Why I Chose this Profession
I have a passion for numbers, forecasts, and long-range planning. In my role, I focus on strategic planning and ensuring our business strategies are effective, mirroring the work we do with clients every day to help them envision and plan for their retirement goals.
Inspiring everyone about the company's vision and goals, and setting a plan into motion, is one of my favorite parts of my role. As the COO, I am responsible for both the financial and operational areas, which is a perfect fit for me. I get to provide support and advice to the team behind the scenes, enabling them to excel in taking care of our clients.
Something Unique & Different About Me
I own a retired ambulance that has been repurposed for Iowa State University tailgating with family and friends.
Outside of work, I’m Most Passionate About
My family. Spending weekends having fun with my adult children keeps me young! And, of course, Iowa State University Athletics.
When Not in the Office, Look For Me
Everywhere but in the kitchen. I love long walks with friends, enjoy evening boat cruises at the lake, cuddling next to my dog Cy with a good book or movie, or frequenting my favorite restaurants with friends or family.
How I’m Advancing My Career Knowledge
I make a point to learn something new every day by checking in with my industry peers, participating in webinars, researching, or attending local conferences.
Education & Certificates
Bachelor of Business Administration – Accounting from Iowa State University, Ames IA
Associate In Insurance Accounting & Finance Designation (AIAF)
Series 7 and 6
Not registered with Osaic Wealth Inc.