How did you get into financial planning and investing?
I used to work with chemicals at a chemical company, but I wanted a change of scenery. I started working for a temporary agency and the receptionist job at Telarray was my first assignment. When I left for another assignment, I was incredibly sad to go, because everyone was so warm and kind. I was so excited when an opportunity came up to join the firm full-time.
What is your greatest career success?
Making clients feel welcome when they call or come to the office is a great achievement for me.
What has been the most significant learning experience in your career?
Working with a Telarray Advisor to secure my retirement when the time comes has been a significant learning experience for me. I have learned so much about IRAs, 401(k) accounts and other ways to make sure my future is secure.
When people you have worked with talk about you, what do they say?
What I hope what people say is that I have a great heart and I really care about people.