Articles
Administrative Assistant Talks About Stopping the Silent Killer of Your New Year’s Resolution
As my alarm went off this morning, I laid in bed thinking, “I still don’t have a New Year’s Resolution for 2019.” As I went about my morning, I turned on the radio and listened to people call radio stations to share with the world what big changes they see for...
An Investment Advisor Talks About How Money Can’t Buy Sparkle In A Child’s Eyes
I am proud to count myself as a Rock Island Kiwanian. For the past 15 years, I have spearheaded a project in the club which we have dubbed “Coats for Kids”. It has grown and morphed over time, but what we currently do is pick up 50 “at-risk” Rock...
An Investment Advisor Talks About How Money Can’t Buy Dreams
Myiah is my nine-year-old mentee who lives in the West End of Rock Island with her family which includes 11 brothers and sisters. No one in Myiah’s family has ever graduated from high school, let alone post-secondary school. She is smart as a whip! ...
An Investment Advisor Talks About How Money Can’t Buy Innocence
I am flexible about working nights and weekends both to accommodate busy clients’ schedules and so I can carve out time during the week to do the community outreach that feeds my soul. Every Monday morning, I start my day at Lourdes Catholic School in...
An Investment Advisor Talks About How Money Can’t Buy Due Diligence
It’s a toss-up; I don’t know which I love more: connecting with and “loving on” my clients or really digging in and doing the research and analysis to find the very best new investment ideas for those same customers. What’s really great is when I can do...
An Investment Advisor Talks About How Money Can’t Buy Creativity
I have a brilliant new female client. She is single and in her mid-50s and told me she needs to work until she is 65. She wanted me to do a financial plan for her that would help her navigate to retirement. The problem? She hates her job. ...
Investment Advisor Talks About How Money Can’t Buy Comradeship
I have a delightful female client who is 92 years young. She is a fairly recent widow and resides at an assisted living facility. Having outlived most of her friends and with failing eyesight, the days are long. We connect a couple times a month: by...
An Investment Advisor Talks About How Money Can’t Buy Common Sense Dignity
I’m a Rock Island girl. I’ve worked in big financial institutions in Chicago and San Francisco, but I was raised in Rock Island and attended Alleman High School and Augustana College. When it came time to raise my own children, I left Berkley, California...
An Investment Advisor Talks About How Money Can’t Buy Acknowledgement
The stories of my clients’ lives that they share with me are gifts. Each one is a precious blessing to me. One retiree is a remarkable woman. She was born and raised in the Deep South and came of age during the Civil Rights era. I was born in the 60s, but grew up in...
An Investment Advisor Talks About How Money Can’t Buy Peace of Mind
I sleep like the dead. There could be crises coming at me from all sides, and I’d still need to be shaken awake in the morning. Not everyone is so lucky. I had a new client come in last week. My assistant seats all clients and offers them...
An Investment Advisor Talks About How Money Can’t Buy Racial Equality
The Quad-Cities Big Table, an initiative of the Quad-Cities Chamber of Commerce, was meant to bring people together to have conversations about how we can make life in our community even better. I hosted a table of eleven at the Martin Luther King Center in Rock...
An Investment Advisor Talks About How Money Can’t Buy Time
The flexibility entailed with owning my own firm is such a gift. I work hard...and also work "non-traditional" hours when necessary to best accommodate my clients. Nine-to-five job and kids' activities on Saturdays? No problem. I'll meet you...
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