Phone:
I am involved in overseeing the accounting function, reviewing financial information, and planning and forecasting. Prior to joining The Planning Center, I spent more than a decade working for CPA firms as a financial statement auditor. I love my role because I get the opportunity to support the operations of the company so it can continue to grow and impact the lives of more families and individuals across the country.
I grew up in the Quad Cities and, after spending some time away and starting a family, decided to move back and make the Quad Cities our home. My husband, Joe, and I have two children. We keep busy with volunteer opportunities at church and at our children’s school. We also (mostly) enjoy exercising our two high-energy, noisy miniature poodles.
Who inspires me:
My husband inspires me in the way he serves and cares for others.
My greatest extravagance (under $100):
Though I don’t often take the opportunity to get to concerts and performances, I enjoy experiencing live music or theatre.
In my spare time:
I like to invest time in relationships with family and friends and get outside for a walk, bike ride, or hike.
Favorite destination:
My family visited some of the National Parks during recent summer vacations, and we’re looking forward to making it around to more of them in the coming years. Nothing beats the beauty of creation!
Why I love what I do:
I love getting to work with like-minded individuals that are passionate about serving each other and our clients and community.
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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ALASKA
310 K Street
Suite 405
Anchorage, AK 99501
FRESNO
7055 N Maple Ave
Suite 108
Fresno, CA 93720
QUAD CITIES
1615 Fifth Avenue
Moline, Illinois 61265
IOWA CITY
136 S Dubuque St,
Iowa City, IA 52240
CHICAGO
303 West Erie Street
Suite 311
Chicago, IL 60654
NEW ORLEANS
1521 Washington Ave.
Suite B
New Orleans, LA 70115
TWIN CITIES
800 N Washington Ave.
Suite 701
Minneapolis, MN 55401
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