Q: What woman influenced you most in your career?

A: My mother was a trailblazer. She was an entrepreneur when women were not allowed to be business owners. She taught me that you can do anything you want if you set your mind to it, that if you’re always learning and striving to be the best you can be, success will follow. 

Q: What do you look forward to when you go to work every day?

A: My clients are like family. I love hearing their stories. And I love helping them navigate and manage their finances—bills, taxes, paperwork, budgets and expenses—to restore their peace of mind. I also enjoy mentoring other daily money managers in their business. It’s important to pass on the lessons you’ve learned to help others succeed.