I worked as a journalist for more than two decades. On the business desk, I often pinch hit when the newspaper’s personal finance columnist went on vacation. I wrote about year-end tax tips or the latest investing trends - topics that I, on a journalist’s salary, paid close attention to myself.
Eventually, that columnist retired. The job sat vacant as the world cascaded into the 2008 financial crisis. It seemed a time readers desperately needed advice. So, with the editors’ blessing, I resurrected the column. I took courses on financial planning to help inform my writing. I found that I liked the subject so much, I sat for the Certified Financial Planner exam … and passed.
I left the newsroom to join Silver Oak in 2014. While my career might have changed, my day-to-day tasks mostly have not. I still research, ask questions and synthesize information. I craft financial blueprints that guide clients toward their personal goals. Above all, I strive to make investing easy to understand. It keeps clients engaged, primed for success.
I’m always game for gabbing about cooking, a good book, native landscaping, the Chicago Cubs and the best source of chile from my home state of New Mexico (red and green, thank you very much).
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