Assessing and analyzing the current circumstances of an individual or family to formulate the best possible plan for their financial freedom and success. Teaching finance and money management concepts to clients to give them the best foundation for their future success. Requires the ability to see and understand all aspects of an individual or family's financial components and how they interact and affect each other so as to develop a full picture of how they affect each other, be able to explain all of the pieces of their finances to client and teach them the best methods of managing each piece to have the most effective financial management strategy for their success.Current Colorado Life Insurance Licence, Current Securities License

Responsible for managing the accounts payable for 70+ client organizations. Managing the flow of invoices entering the system and payments going out. Responsible for prompt, accurate payment to all vendors from each client. Analyze and resolve any and all discrepancies with payments and payment histories. Assist in positive relationships between clients and vendors. In addition to accounts payable responsibilities, since July 2022 also responsible for on-boarding new clients and managing a team to bring new clients into the company in an organized and efficient way to ensure high client satisfaction through communication and organization of the multitude of legally required materials. Ensuring a smooth transition in management companies for communities and their residents.Additionally, since May 2022, responsible for end of month billing to clients of all reimbursable expenses. Organizing and calculating the reimbursement of a multitude of materials used by the company on behalf of the community. Requiring a high degree of organization and teamwork to compile vast amounts of information from many sources to integrate into one final report of 70+ communities for the monthly final billing. This requires great organization and flexibility as communities served can change.

One of the founding writers from the Colorado Springs Moms Blog, now Colorado Springs Moms Collective. Responsible for engaging original content with maximized SEO.

Substitute Teaching. Long-term Substitute Teacher for Mathematics

Teaching multi-level classes to adults on the military, military lifestyle, leadership, and management

Substitute Teaching, Long-Term Substitute Teacher at Leavenworth High School for Algebra and Geometry