As the Operations Manager at Streamlined Wealth Planning, my primary responsibilities revolve around ensuring the firm runs smoothly. I take care of the behind-the-scenes tasks, allowing our Wealth Advisors to focus on their clients' financial well-being. I obtained my degree in business administration with a concentration in marketing in 2006 from Colorado State University. This educational background has equipped me with a broad understanding of business operations and marketing which I apply daily in my role. My key set of skills add immense value to the Streamlined Wealth Planning team. By taking care of administrative tasks, I free up our team to spend more time with their clients, managing investments, and providing valuable financial education.
What motivates me in this role is seeing our clients celebrate significant life moments, like retirement or embarking on new ventures. Being married to an advisor, I had the opportunity to learn financial literacy firsthand. I understand that not everyone has this advantage, and I find great satisfaction in making financial well-being attainable for families and women who might not know where to start or what questions to ask.
When it comes to my job, I most enjoy helping people. Talking about money can be uncomfortable for many, and I'm proud that our team creates a caring and supportive environment for our clients. Hearing from clients that our plans have positively impacted their lives is incredibly rewarding. I believe that the greatest value I can provide for our clients is confidence and security for life's adventures. Knowing that they have a solid financial plan allows them to confidently navigate whatever comes their way.
Away from the office, I'm a native of Greeley, Colorado, and currently live in Fort Collins, Colorado with my husband and high school sweetheart, Ryan, and our two children, Raegan and Declan. Outside of work, I'm an active member of our kids' PTA board and love spending time with my family and friends. I'm a fervent supporter of CSU athletics and enjoy snowboarding and traveling.
