Professionally, I've been working with independent professionals on how to maintain and grow their new and referral business, with marketing systems and strategies, for well over 15 years! With the last 9 years, working solely with financial advisors and firms on their digital marketing strategy, from getting a modern website, creating a unique client experience to create raving fans, having a consistent email/social media communication system with automation, to investing in an expert team and Marketing Specialist to say
"Do it For Me" Marketing!
Personally, I live a non-traditional, super adventurous life... traveling (and working remotely) full-time in our RV named "Freda" (because we're "Freda" go where we want in her!) and Jeep "Mean Jean", with my best friends, my husband and furry friend/assistant, Buddy Bear!
My office is often in the middle of nature, yet you'd never know with the benefits of technology these days! Anything nature and adventure related, like off-roading, hiking, exploring, photography, especially paired with good food and wine, are my favorites!
I have a passion for helping others succeed and live their dreams as well... both professionally and personally! The true wealth in life, is the experiences you have and share with people you care about, so let's chat about your goals, and make things happen for you!
As they say "there is no I in team" and I am blessed to work with the MOST amazing FMG sales team that drives and supports me, and I look forward to working together as a team to serve you and your firm!