A brief description of your business.
I am an advice-based financial advisor with LOTUS Financial Partners where our mission is to help clients live more secure, free, and meaningful lives. Financial planning isn’t just about money, it’s about guiding and supporting our clients with a solid financial plan to help them tackle their concerns and accomplish their goals.
How did you get into this business?
I got into the financial business when I met an advisor while playing old lady basketball in Highlands Ranch. I taught middle school for 13 years and knew that was not what I wanted to do forever, so kept my options open and met with a partner in the firm. I understood then, and more so now, that there is a lack of education around finances, budgeting, debt, retirement, and legacy planning, and knew I could make a difference empowering families with knowledge. I moved from the large insurance company to LOTUS a year ago (thanks, Leslie) and feel like I have finally found my true calling.
What makes you passionate about what you do?
The “Advice Based” part of planning makes me passionate about what I do. Knowing that our process is not salesy or just about gathering assets gives me peace of mind and adds excitement to my work. I love helping educate my clients and guiding them in their life decisions.
What do you enjoy doing for fun?
When I have free time, I enjoy traveling and hanging out with my family. I’m usually up for anything outdoors, sports related, or involving any sort of game.