Here at V Wealth we are serious about evaluating, auditing, and improving our firm. My role is to actively search for areas where there may be room for improvement in our overall processes and create solutions to better our firm and client experience.
We have found that if we structure our business model around our advisors’ and clients’ needs, this provides the foundation of V Wealth’s communications and service.
I have worked in the wealth management industry since 2019. Prior to this I spent several years working for Friends University, followed by serving as the Executive Director of a non-profit organization in Wichita. My educational background includes a Master’s degree in Marriage and Family Therapy and a Bachelor in Human Services from Friends University in Wichita Kansas.
When away from the office you will often find me shuttling around 5 kids to all their activities and helping support their schools’ fundraisers. Whenever possible, my husband and I love to take “mini-vacations” to explore new places – and revisit old favorites!