My passion for financial planning began about the time I began making money, maybe a little before.  What began as hobby managing my own future, designing endless spreadsheets and having thought provoking conversations with my father, grew into a passion for knowledge and education.  As a young single person working at a software company, I began saving for retirement.  I knew why I was saving, but wanted to know more about how best to save and how to plan.  So I began reading everything I could get my hands on – books, magazines, online articles and calculators, you name it. 

In 2006, I decided to turn a passion into a career and joined a major brokerage house to become a financial advisor.  I passed the tests, learned the ropes and absorbed everything I could from the senior advisors around me.  I had also just embarked on a new personal adventure by getting married, and was determined to guide my husband and I through the financial maze.  I moved from one brokerage house to another, trying to build my career around educating the people that need it most. 

As my career progressed, so did our family, first another golden retriever, and then a beautiful baby girl.  The complexity of my own financial and legal situation increased the minute she came into this world.  I realized that the path to legal and financial security took some navigating, even with everything I knew.  As more and more friends came to me for advice on how to secure their own futures, I began to realize there was a greater need.  A well timed e-mail from Hallie about financial planning and marriage sparked a conversation and several months of conversations later, Get It Together was born.      

My journey through my career could be considered a long varied road but in reality I have come back to where I started.

In high school, I worked in a business that presented seminars to educators for graduate credit.  I was in and around trainers and the process of running  seminars.

After a liberal arts college education, I was hired in a really tough job market.  I began working in the Mortgage Industry.  One of the key pieces of information that I did learn was you needed to have a down payment, closing costs and good credit to get a mortgage.

I moved to Florida and learned about Health Insurance, Life Insurance and took the NASD Series 7 exam. Next was law school and a daughter all at once.  Following school, I practiced law for a while and then made a move to beautiful Washington State and took a job as a paralegal.  During my law career, I had the great experience of working on broad legal issues ranging from Estate Planning, Real Estate Closings,  Debt Consolidation and many complex issues.

The final move was to Charlotte, where I worked for a large corporation in Charlotte managing people and bringing me back to my mortgage “roots”.  I have experienced “downsizing” (what a nice word for such a difficult time) and have started my own business. 

I became an entrepreneur and started my own business.  While running my first business. I had the opportunity to form a wonderful partnership with Shay.

See the long and winding road...The great thing is that now I am able to use my experience to give seminars on a range of topics in the legal and financial fields.

The places where i have lived are a piece of that road.  I was born in Cazenovia, a small Upstate NY town.  Went to college in New Jersey, I could take the train into Manhattan. I lived at the Jersey Shore, as well.  I met my husband and moved to Florida.  We then moved to Whidbey Island, WA, the most beautiful place in the world for 5 years. Finally. we moved "back east" to Charlotte.   I am married with 2 almost grown daughters.  One is in college and one is on her way next year.