Introduce yourself to our audience. Tell us who you are and what you are currently focused on.
I’m a wife, future mom and financial planner. Growing up I always knew I wanted to work in a role where I could help people. Financial Planning has given me that opportunity to work with clients on a one-on-one basis in helping them plan for their future and giving them peace of mind. I have always been focused on getting to this point in my career. Now that I am here I find myself wondering if that’s it or if there is a way I could be making a bigger impact. I also have my first child on the way and being a mom I need to do what’s right for my family. I’m currently working on discovering my calling and finding the right career for a working mom. I want to be there for my family and also have a rewarding career where I feel fulfilled in.
Tell us about your favorite Ellevate Network memory or success story. Why are you a member?
I became a member because I absolutely love the idea of being part of a network of women across the globe supporting each other in honest conversations. I have been looking at my next step in my career debating on the next move for me either staying in advice, going into leadership or going into sales. I believe being part of Ellevate will allow me to connect with like minded professional women and help me find my true calling. I shared this information during one of my roundtables and a member immediately offered to connect me with two colleagues who are moms and work in sales.
How would you define your professional mission?
Making an impact on clients lives one client at a time giving them peace of mind about their financial situation.
What qualities does it take for someone to be successful in your line of work?
Finance skills will need to be learned to do the job but a finance degree is not required. You will be provided material to learn the financial terms. The qualities that will make you successful are being a good listener, sympathetic, caring, personable and trustworthy.
What is one of your most memorable career accomplishments?
Getting my Certified Financial Planner designation. During my time in college I knew getting this designation would allow me to differentiate myself from the competition. In order to get the designation I first needed to complete some coursework and pass a test along with other items. This has been the hardest test I have ever taken in my life. I put lots of tears and sweat into it. It was also the first test I ever failed in my life but I was determined to pass it. I kept on studying and improving on the areas I had scored low on. The second time around I passed the test. I was so proud of myself. It reminds me every day that hard work and dedication pays off.
What are some career challenges on your radar?
As I’m getting ready to become a mom I am unsure of what my career will look like. During covid we have been working from home but still unsure of what the future would look like if I would be able to be fully remote or part time remote. I work by appointments and thankfully I have control of my schedule where I can designate the appointment times but am concerned of being client facing with a new born.
What legacy do you hope to leave through your work?
I would love to leave a positive legacy where I made a difference in a significant way.
Who are your role models?
Jackie Kennedy, Michelle Obama and Sheryl Sandberg. I have always loved Jackie Kennedy; it’s funny I have the same name but was not named after her. My mom was also Jackie and named after my mom. I loved Jackie’s style she was always dressed elegantly. Michelle Obama was a wonderful First Lady I read her book and loved how she encourages girls to be reach their full potential. If they put their mind to it there is nothing that can stop them. Sheryl Sandberg I loved her lean in book. I read it in two days. She reminds me that women need to be leaning into their careers and can make it to the top. She is an executive and a mom.
What does success look like to you?
Success for me would be to be a supermom with a rewarding career in which I feel fulfilled.
What advice would you offer future leading ladies wishing to break into your industry?
You can do whatever you set your mind to. The most important skills to work in my industry are skills that can’t be taught such as being sympathetic, personable and a good listener. A lot of these skills are natural to women. Be mindful that you will need to learn the finance terms but no prior financial background is necessary. You will be provided all the information you need. As long as you are willing to put in the hard work and learn the finance terms you can do it!
Have more questions? Follow up with the expert herself.
Charles Schwab & Co., Inc.
I’m a Financial Planner helping clients create a financial plan and giving them peace of mind about their financial situation. I have always dreamed about becoming a financial planner and now I’m wondering what’s next. I recently got married and am expecting my first child. Now that I will be a mom I’m looking at my career as working mom and looking at staying in my current role or exploring some other options. I’m interested... Continue Reading
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