I started C. B. Bond Financial Planning after a 15-year career in engineering. Being analytical and number-oriented translates well to finance and investments. At the same time, financial planning provides a way to directly and positively impact the lives of clients. As a career-changer myself, some of the most rewarding client engagements have been ones in which I help a client make a transition to a more satisfying career or better work-life balance.
My wife Mary is a retired Registered Nurse/travel nurse. She is now using her sewing skills developed over a lifetime to start a sewing business on Etsy. We journey together and are full-time RVers. We may visit and reside in several states in a given year. Through this, I have developed experience with both the financial and non-financial aspects of life on the road and have incorporated this experience into the travel worker specialty in my practice.
I value education and have invested the time to get the credentials that provide a solid base of knowledge for what I do. I update and keep current on technical knowledge and industry trends and practices through continuing education programs and by attending professional conferences.
Outside of work, I enjoy fitness and outdoor activities including hiking, cycling and sailing.
I work virtually from Kansas City, assisting C. B. Bond Financial Planning with administrative support. Previously, I worked in office management and client relations for several mid-size companies. Currently, I own Executive Services, Inc. and specialize in providing administrative services targeted to the needs of financial advisors.
Those of you who worked with Paul Shrum and The Financial Advisory Corporation will know me. I worked at that firm for 17 years, assisting with tax return preparation and managing the company accounting. I continue these duties at C.B. Bond Financial Planning and am also taking over some of the financial paraplanner responsibilities.
I live in Greensburg, PA with my husband and 3 kids.
BS, Business Management with a minor in Economics, Indiana University of Pennsylvania