As the Planning Coordinator, my role is pivotal in supporting our financial advisors and assisting our clients in achieving their financial goals through strategic planning and advisory services. My professional journey spans over 20 years, beginning as a Financial Advisor at NBT Bank in Lake Placid, NY. Halfway through my career, I was seeking a warmer climate and transitioned to LPL Financial, working with Financial Advisors in Charlotte, NC. This allowed me to consult with advisors, sharing success strategies and helping them grow their practices by elevating the client experience.
What I find most fulfilling in my work is understanding client desires, sharing knowledge and creating a plan for them to succeed. I believe the greatest value I bring to my role is a people-centered approach, treating each individual as unique, with their own needs and aspirations. Financial plans are akin to jigsaw puzzles, with distinctive pieces fitting together to create a picture for each of our clients.
Originally from Saranac Lake, NY, I now reside in Mooresville, NC, with my husband, Emil and our dog Izzy Belle. Outside of my career, I enjoy spending time with family (especially my grandson), volunteering at Lake Norman Humane (helping dogs find their “fur”ever homes), being a leader through Women’s Bible Study Fellowship (BSF) International, travelling to new places, and embracing each day with purpose and fulfillment.