The Agency crosses our first revenue threshold.

I received the prestigious Women To Watch award by Investment News. 

Achieved Associate Certified Coach by the International Coaching Federation.

Established The Agency, a marketing agency dedicated to financial professionals and their clients. 

Survived an International Pandemic. Kept my family safe and sane while working full-time.

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Won an RFP for a national financial wellness program.

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Accepted position as Chief Marketing Officer.

I led a team and project plan to increase access and revenue into our firm through external broker relationships.

Created and executed a process for the formation and development of advisor teams.  Successfully creating 30+ advisor teams, many of whom are still together today.

Began my journey as a working mom.

Abby, 2011

Collin, 2013

Kaitlyn, 2014