As the Vice President of Wings Financial Advisors, I coach my staff of passionate advisors and client service coordinators to inspire the financial wellness of our member clients at our Top 150 Workplaces company.At the Air Force Academy, I was preparing to become a pilot and engineer when I discovered my passion for financial planning and helping people improve their financial wellness. This resulted in redirecting my career where I received a finance degree and MBA that I used to create a very fulfilling and satisfying career in financial services.My Financial Wellness Philosophy:• Invest in Yourself• Stay Out of Debt• Plan for the Certainty of Uncertainty• Invest for the FutureI am proud to be a part of the senior leadership team of our innovative credit union, founded in 1938 by a group of seven airline employees. Wings Financial has grown to become one of the nation’s largest credit unions – and the first dedicated exclusively to serving professionals of the U.S. air transportation industry. We are committed to unsurpassed member service and superior financial products. Wings is proud to serve employees from many companies in the aviation industry as well as the Twin Cities area.My colleagues appreciate my ability to inspire and lead them to achieve what they desire for themselves. With over 20 years of expertise in financial services, I have deep expertise in retirement and financial wellness strategies, multi-channel distribution strategy and business development for people growing their families and on their way to and through retirement.
Listed skills include Leadership, Personal Financial Planning, Cross Functional Team Leadership, Financial Services, and 46 others.
