As the Director of Operations at Inspired Wealth Planning, I am dedicated to ensuring smooth, efficient day-to-day office operations while delivering exceptional service to our clients. In my role, I oversee budgeting, billing, client transitions, and overall office management, allowing our team to effectively meet and support our clients’ needs.
I take pride in continuously expanding my knowledge of financial products and understanding how they can best serve our clients’ goals. With over 26 years of experience in accounting, office management, and human resources support, I bring a strong foundation of organization, leadership, and client-focused service to my work.
I live in Forest, Ohio, with my husband, Kyle, and our four children—Shelton, Blythe, Henry, and Mary—along with our 13 dogs and 3 horses. Outside of work, I enjoy country living, spending time outdoors with my horses and dogs, and hosting gatherings with family and friends.
