Phone:
At the heart of financial planning is trust, and I take great pride in fostering meaningful connections with clients. My goal is to provide a welcoming experience, guiding individuals and families through the technology and logistics of their financial journey while helping them feel confident and supported every step of the way.
With over 14 years of experience in business administration, I bring a strong background in organization, client service, and team collaboration to my role as Client Service Associate. Before joining The Planning Center, I worked at John Deere as a Senior Administrative Assistant, supporting Supply Management & Logistics, Production Systems, and HR. My passion for helping others extends beyond logistics—I strive to create a sense of ease and clarity in each client interaction.
I was drawn to The Planning Center because of its commitment to integrity, trust, and relationship-building. Whether assisting with account technology, scheduling for financial planners, or providing thoughtful client care, I approach each day with a dedication to service and teamwork.
For me, success isn’t just about efficiency—it’s about making people feel valued, supported, and confident in their financial future.
What inspires me:
Finding beauty in the everyday.
In my spare time:
I am energized anytime I am outdoors. I enjoy hiking, biking, playing ultimate Frisbee with a group of friends, salsa dancing, and traveling—all while capturing scenic pictures along the way.
Favorite destination:
Costa Rica for the beaches, Seoul for the food, and Southeast Asia for the best hospitality and most serene landscapes.
The people I look up to:
My family. They are my biggest support system and have always given me the desire to express kindness and help others.
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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