Client Services Associate
What is your superpower?
Support. I’m here for you and our team. I strive to be present and encouraging in all interactions.
What makes you unique?
Authenticity. I am professional and personal. I question anything I’m not quite sure about or don’t understand. I’m not embarrassed to ask for clarity or ask why.
What are your beliefs about the financial planning profession?
The challenge is the same, no matter your position, circumstance, or background: How can we steward well what’s currently ours? “How do I best manage so much?” or “How do I best manage so little?” — the answers are the same. Start with financial literacy, name your goals, then clear a path toward the goals. Financial planning is accessible and achievable.
What’s the most fun part of your job?
That it’s holistic. Cook Wealth realizes the impact that our work has on our clients, our team, and our community. There is natural connectivity between your financial resources, an empowered life, family legacy, and community impact. I like that Cook Wealth practices and promotes that holistic connectivity.
What particular client personality or circumstance are you most drawn to?
The legacy-driven client. I like collaborating with people who see money as a tool for impact and a gift to steward, beyond an available reserve to expend. Leaving a legacy is important to me, so I am drawn to those who want to do the same.
Tell a personal story that has helped motivate you to improve the financial situation of yourself and your clients or community.
My parents didn’t have much when they started out. However, they worked hard, saved, and gradually enjoyed the precious milestones of building a home on land they bought and ensuring my sister and I had all we needed for a better start. I continue to learn from their lessons and their experiences that it’s important to work hard and plan well. I stand on resilient shoulders allowing me to leverage my money and time to raise people up and offer opportunities. As my friend Matt says, make your contribution, “a hand up, not a handout.”
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