Before we talk about your business, tell us who you are?
I am a mom and a business leader. I have a passion for personal and professional development and I believe that motherhood has been my greatest teacher and biggest catalyst for my own development. I am passionate about helping other women, especially mothers, grow and develop their lives.
My mission is to increase financial literacy and help more people live their best life by helping them connect to their money, understand financial concepts and have a better relationship to money. I enjoy being able to synergize with other professional women and find ways women can benefit together. I also lead a team of financial professionals to help make a significant impact in the lives and dreams of others.
My other passions are my love of travel, great food and delicious wine. I travel both domestically and internationally, and I have lived abroad in both Czech Republic and England. I settled back in my home state of Colorado and currently reside in Aurora with my husband, daughter and our dog. I love to entertain with great food and wine and known for hosting “Chef Night” where I try new recipes on friends. If I had the ability to have another career path (that I could bring my family along), I would pursue being on the show Globe Trekker. It’s experiencing the world through travel, food and wine all in one. I love celebrating diversity of cultures and the reminder of how much unites all of us, on a human level, no matter where you are on the globe.
Now let’s talk business, what sets you apart? How did you start on your journey?
I think I have always been an entrepreneur in spirit My path has not been a straight line but there’s evidence that the decisions I was making, even as far back as high school, led me toward a path of positioning myself to make decisions around control over my time and income, which truly only happens if you are a business owner.
My journey started when I thought I would become a CPA and have my own practice. I interned for a CPA in high school and could see myself running a business and also able to spend time with my family over the summer. I went to college for business accounting but then had a chance (something I didn’t think was possible as a first-generation college student) to study abroad in Prague, CZ. After that experience, I wanted to travel more. I spent one tax season in Colorado and soon felt as though I was in the movie ‘Office Space’ and it was life changing. I was fresh out of college and felt as though my path was clearly defined and it was not comforting. I knew in 5 years exactly what my title was going to be, how much income I would make and where in the office I would sit. For some, that may be comforting but for me I felt trapped. Instead, the day after ‘Tax Day’ I gave my two weeks and moved to England.
I spent the rest of my 20’s working for a brewery and became the “Gov’nor” of a pub when I was 26. I felt as though it was less risky to see what else was out there than be boxed in on a predetermined path. Also, I wanted to travel and live abroad again, knowing that if I didn’t do this in my 20s the likelihood it would happen later was small. It was a great chapter of life and I moved home when I was 30.
I was introduced to my firm and started part-time so that I could grow my business/practice without worrying about income and give myself time to learn the industry. The biggest jump you take is going from an employee mentality to business owner. Joiner to Owner. Taking extreme ownership of yourself and your path. I work with a firm that allows me to have the backing of a huge organization and the freedom to be a business owner within the framework. Leverage is one of my favorite words.
What sets me apart is that I don’t look at my business as a career/job or anything short term. I look at it as a mission in life. It’s a calling, a vocation and I strive to become a better version of myself to be able to serve others in a better way. I’ll always be a work in progress because it’s the journey and the process that matters. I enjoy growth, purpose and passion. I help educate people on how money works and how it can work for them. Money is not everything but it has become one of the most important vehicles of lifestyle and many people are financially illiterate. Most people want financial independence and my goal is to help them pursue it through my practice or through my agency. What I have the opportunity to do is life changing and I believe that many of the problems in the world are money related. If we can change financial literacy, we can change your life, we can change the world.
What advice do you have for moms who want to start a business?
Your Must Read
The Four Agreements by Miguel Ruiz