As the Director of Operations at Kennebec Wealth Management, my primary responsibilities include client servicing, account opening, investment transfers, document submission, and money transfers. With over 30 years of experience in the financial services industry, I honed my skills as a ParaPlanner at Schindler Financial Group in San Diego, CA, and as an Insurance Agent/Servicing Representative at Woods Insurance in Farmington, NM. Over the years, I have held various licenses, including Series 7 & 63, Life/Annuity CA License, and Life & Casualty Licenses for NM & CO. My greatest value at work comes from the human element of business – getting to know our clients so I can best serve them and assist Rachel.
I am a proud graduate of San Diego State University, having also attended Northern Arizona University. A native of Pomona, California, I currently reside in Farmington, New Mexico. I have two grown children and three wonderful grandsons. My daughter Alison and her two boys, Tate and Hunter, live on Whidbey Island, WA, where my son-in-law Adam is set to retire from the Navy this year. My son Tim and his wife Nicole are ICU nurses in San Diego, and their youngest, Parker, is a lively 18-month-old. Outside of work, I attend Hills Church and Sagebrush in Farmington. In my free time, I love the outdoors and have spent much of my life at Lake Mead, Lake Powell, or the beach. I am an avid reader, hiker, swimmer, and horse lover. Cooking is another passion of mine; my macaroni 'n cheese and homemade German chocolate cakes are family favorites. Most importantly, I cherish every moment spent with my grandsons.