As the Director of Operations at Inspired Wealth Planning, I oversee the day-to-day operations of our office, ensuring our team delivers an exceptional experience for every client. My responsibilities include budgeting, billing, client transitions, and office management, helping our advisors focus on serving clients and achieving their financial goals.
With more than 26 years of experience in accounting, office management, and human resources, I bring a strong background in organization, leadership, and client service. I am passionate about continuing my professional growth and expanding my knowledge of financial planning to better support both our clients and our team.
My husband, Kyle, and I live in Forest, Ohio, with our four children—Shelton, Blythe, Henry, and Mary—as well as our 13 dogs and 3 horses. Outside of the office, I enjoy country living, spending time outdoors with my family and animals, and hosting gatherings with family and friends.
