I joined The Planning Center in 2018. My responsibilities as a tax analyst include tax planning, preparation and reviewing tax forms for individuals. In addition to those duties, I assist with accounting and operations within the company.
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I joined The Planning Center in 2018. My responsibilities as a tax analyst include tax planning, preparation and reviewing tax forms for individuals. In addition to those duties, I assist with accounting and operations within the company.
I’m from the Starved Rock area of Illinois and I moved to the Quad Cities to work at The Planning Center. I was drawn by the passion, drive, and love my new co-workers poured into The Planning Center’s mission. Whatever stage of life our clients are in, our team have the tools and knowledge to support them every step of the way. I’m grateful to be a part of helping clients transition from their current position into the next step in their lives.
When I’m not at work, you can find me at a local coffee shop, with my nose in a book, at a play production in Chicago, or volunteering at my local Youth LGBTIA+ center. My free time is spent with my kids enjoying every minute we can outdoors. I love to travel and I’m pursuing a goal of visiting every state (I’m already halfway there!). I want to instill in my children the value of giving back to others by being actively involved in the community. In my youth, I enjoyed mission work that included rebuilding homes in Milwaukee, New Orleans, and Pittsburgh and I still think back to the lessons I learned from traveling and making an impact in other communities and how that has shaped my values. I believe it takes a village and I’m glad I was welcomed into The Planning Center family where I can help clients every day.
Affiliations: Fee-Only Planning
Areas of Service: Tax Preparation
Education:
Leadership: Past Treasurer of St. John’s Lutheran Church in Peru, IL
My life’s biggest milestone: My first instinct would be to say “becoming a mother” but I’m growing more as a parent to my children as they teach me more and more. My greatest milestone is having the opportunity to learn from my kids.
In my spare time: Other than building out excel worksheets and reading new and exciting tax law changes… I love to hike and explore with my kids. We regularly frequent Maquoketa Caves in Iowa!
My personal hero: Harriet Beecher Stowe. An intelligent, determined woman whose writing changed history by starting the conversation our nation needed.
My favorite thing(s): My family, my library of books, and my view of the Mississippi
Favorite destination: Maine: from the lighthouses to Arcadia to eating lobster rolls on the beach. It would be the most tranquil destination to me.
Most effective saving tip: Budgeting can be HARD. We always want great deals, new cars, gadgets, and fancy dinners. When I can’t have what I want, I focus on what I can control now. I create a “Dream List,” plan vacations for the future, and focus on next year’s budget. When things are hard, I recommend focusing on what things COULD look like 6 weeks, 3 months, or 5 years from now.
The person I look up to: I was blessed to have three amazing teachers in school that inspired me every step of the way. Ann Maller, my High School English teacher, Jill Bruner, my High School Calculus teacher and Lori Cinotte, my College English/Journalism professor. Each day, they devoted themselves fully to their students, demonstrating true passion and dedication to their profession.
Schedule a free 15 minute conversation and we’ll spend a few minutes getting to know each other so we can learn if what you are seeking and what we provide are a good fit for each other. If it seems like a fit, we’ll talk about next steps. If we’re not, we’ll help you find the right group for your needs.
Schedule a free 15 minute conversation and we’ll spend a few minutes getting to know each other so we can learn if what you are seeking and what we provide are a good fit for each other. If it seems like a fit, we’ll talk about next steps. If we’re not, we’ll help you find the right group for your needs.
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