I wholeheartedly believe in an egoless approach to business. I have found throughout my career that when the ego gets out of the way, the business wins with vulnerability, transparency and understanding between employees and with clients. Through open communication – mixed with a little grit and tenacity – we at Pearl have created a true collaborative environment. When you come to Pearl Planning you should feel at ease, you should see our team working and communicating effectively and you should know our intention is to be transparent and honest when it comes to your wealth management.
Empathy | Curiosity | Authenticity
Nail polish. I started my own nail salon when I was around 8 years old. While this came as a surprise to my family, they would gladly gather in the basement of my family home and let me do their nails. My collection of nail polish and entrepreneurial spirit doesn’t come as a surprise to me as I reflect back to my childhood. To me, it was more than just making a few dollars; there was also something I absolutely loved about the whole process of painting nails. You were face to face with a person for 30 minutes laughing, listening to their stories and also making them feel really good simply by applying a few coats of polish.
Large glass of water, essential oil diffuser and a noise machine.
At the local grocery store or farmers market, one of the many nature areas with my dog Bruce, or hopping on a plane to travel somewhere new.
“Vulnerability is the birthplace of innovation, creativity and change” Brene Brown
I competed all over the country throughout high school and college showing horses. I ended my career with three American Morgan Horse Association World Champion titles.
For over a decade I’ve provided progressive leadership and operational expertise to a wide range of professional industries including healthcare, retail, and agriculture. My passion for building authentic relationships and vibrant company cultures has greatly influenced me throughout my career in the client service world.
Prior to joining the Pearl team, I served as President of Glenn Farm Seeds, Inc., my family’s business which has been in the industry for over 30 years. During my time there, I focused heavily on modernizing the company and created a sound operational flow as well as a strong brand identity.
As Chief Operating Officer, I am focused on strategic planning and development with a strong commitment to improving both client and employee experience. I am continuously streamlining our business operations process while maintaining a fierce focus on our customers’ unique stories and needs.
Investment advisory services offered through Pearl Planning, a DBA of Stephens Consulting LLC, an SEC registered investment adviser. Pearl Planning is not a registered broker/dealer. Pearl Planning investment adviser representatives may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact our office for information and availability.
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