What do you enjoy most about your work at BSW Wealth Partners?
I enjoy being surrounded by a great group of people who are extremely knowledgeable and passionate about the work we do for our clients. BSW Wealth Partners really values the life balance of its employees and truly cares about everybody’s wellbeing. One of my favorites is the guided meditation on Wellness Wednesdays.
What is your definition of Make Life Better?
To me Make Life Better is about reducing the stresses of day-to-day life and not having to worry about the future. I like being part of a team that helps accomplish that for our clients.
What qualities of yours help you excel at your job?
I would say a financial planner needs good analytical skills and attention to detail to really understand a client’s situation and the challenges that they might be facing.
What is your current state of mind?
Excitement. Being fairly new to BSW Wealth Partners I am very excited about this stage of my professional career and about the direction the firm is going.
When and where were you happiest?
Right here and now. I live in beautiful Colorado, have a job that fulfills me and am happy with my personal life. There have been many happy moments in the past, but I was always searching for something different and new. I think I might have found what I was searching for.
Who are you real life heros?
My parents who have taught me the value of hard work and the importance of higher education, and who have supported and encouraged me along the way.
What is your motto?
“Keep your eyes on the stars and your feet on the ground.” – Theodore Roosevelt
What do you love to do outside of work?
I love getting outside and spending time in nature, doing yoga and meditation, reading a good psychological thriller, cooking, traveling and spending time with my wonderful husband and friends.