I handle the operational work that keeps this practice running. Compiling reports, processing paperwork, and maintaining databases might not sound exciting, but I've spent over fourteen years in this industry learning how essential those details become when advisors need accurate information quickly. What motivates me is watching my coworkers reach their goals because I helped remove obstacles from their path.
I studied at the American Institute of Holistic Theology, which reflects interests that extend well beyond spreadsheets and client files. Spirituality fascinates me enough that I maintain a blog exploring those ideas. When I'm not writing or working, I experiment with cocktail recipes and techniques.
Ballston Spa drew us in because of its entrepreneurial energy. The village fills up with passionate business owners running excellent restaurants and shops, which creates a community that feels alive. My husband Jim and I live here with our two dogs, Sarah, a pitbull, and Koopa, a pitbull-corgi mix who inherited an interesting combination of traits from both sides.