I spent seven years in banking before I got into this work. Started at Stock Yards Bank and Trust, doing private banking and commercial lending, where I focused on credit analysis, asset quality, and portfolio management. I was good at it. Good enough that executives noticed and gave me recognition for the work I was doing. Doug was one of my clients back then. He saw what I was doing and asked me to join his team. I got my securities license and made the transition into wealth management.
Now, I'm an LPL Registered Principal here, which means I handle regulatory oversight and compliance in addition to working with clients. People call me a jack of all trades, and I guess that's accurate. My background in banking gave me a different lens on financial planning. I understand credit, risk, and how all the pieces fit together. That analytical foundation helps when I'm working with clients to build strategies that actually make sense for their situation.
I live in Westfield with my husband, our son, and two dogs who have more energy than all of us combined. When I'm not working, I'm making memories with my family and trying to keep up with the busy, joy-filled chaos we've built together.