What are your job duties?
Ensuring the client experience is first class while coaching and mentoring a team that delivers the same type of service throughout the lifetime of the clients journey
Can you briefly outline your career prior to arriving at Modern Wealth Management?
I spent 21 years in banking. Twelve years of that on the business development and sales side and nine years of it building and developing a client services department for a now $2 billion bank.
What is your favorite thing about working at Modern Wealth?
The team aspect of the culture, you really feel apart of a family here at Modern Wealth.
What appealed to you about working at Modern Wealth?
Smaller group of individuals that are working together to work with our client’s so they can live out their financial dreams.
What’s the most important thing in your life?
My faith. Without that, I am not sure I would have been able to be the person I am today.
What’s your favorite thing to do with your family?
Watch KU basketball with a cold beer.
What are some of your favorite hobbies?
Sports, traveling, cooking, baking, and reading.
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