What is your background, and how did you get into finance?
I am an attorney and I began my segue into finance when I was an in-house counsel for a national debt resolution company. It was then that I knew I could do a fantastic job and build a trustworthy business so I went out on my own focusing on helping people with finance issues, specifically debt.
Were you successful initially, or did you experience obstacles in the beginning? How did you keep motivated and pushing forward?
I have always been successful on some level but there were many obstacles, especially in the beginning when I was trying to build my business while taking care of three young children. I was very focused and just kept pushing forward. I don’t think I really thought too much about it, I just did it.
Do you have any secrets for balancing being a mom with being a great financial professional?
Well, there is no real secret. The truth is that achieving this can be very hard. I do the best I can on a daily basis to find the focus and time for both my business and children. There are some days when the balance is out of whack, meaning my kids may not see me as much or I have to leave the office early. However, I always put as much effort in as possible for making myself accessible to my family and business.
What advice would you give to a busy mom who is interested in learning how to invest?
Find time to read and research. Don’t just invest or manage money haphazardly, have a plan and a backup plan.
What keeps you going and motivated?
The satisfaction of helping my clients and building something that I made for myself.
Can you share a little about your family with us?
I am a single mom of three kids, one 16 year old and twins who are now nearly 14 years old. We have a busy life, especially living where we do, and we also do a lot of charity work to try and give back as much as possible, which includes raising guide dog puppies who one day become service dogs.