About

Welcome!

MY STORY

Where to begin…I accidentally fell upon my first career in the financial world when I was 21 years old in Bellevue, Washington.  I worked for a temp agency, who assigned me to an insurance company, who later hired me as a full time employee and so began my career in insurance.  This was an awesome first job because it taught me the importance of a good credit report at a young age.  It used to be cash was king, well today credit is king.  If you don’t have a great credit report, you are going to pay higher insurance premiums, higher interest rates on loans, and in some cases, bad credit scores can cost you job opportunities.

I was in the insurance industry for about 4 years when my husband and I decided to move somewhere warmer.  Having grown up in the Pacific Northwest, we were tired of the cold and dreary weather and were ready to try something different.  After watching the movie Midnight in the Garden of Good and Evil, we decided to make beautiful Savannah, Georgia our home.

After moving it was difficult for me to find an insurance position so I started applying for everything and anything.  About two weeks later, I began my second career in the financial industry at a credit union.  It is incredible the amount of knowledge I have gained in the last ten years in this position, including the discovery of my true passion in life, helping others achieve their financial goals.

Nothing makes me happier than sitting down with someone and talking about what their aspirations are (buying a home, a new car, or starting a business) and helping them create a plan to achieve those goals. The best feeling is when they come back to see me in a month, 6 months, a year, and tell me how they are doing and whats next.

They say money doesn’t buy happiness…that may be true, but money plays a part in happiness.  It is hard to get a good nights sleep when you are always worried about what bills you will pay with your next paycheck, how to afford groceries or pay this months rent or mortgage payment and what about retirement, will you ever get to retire?  If you are a parent you have worries like keeping up with your child’s activities, clothing necessities and school supplies.  Plus you have to worry about paying for college and maybe a wedding someday.  If you have recently suffered a loss (the loss of a spouse/partner or gone through a divorce) you are worried about knowing where all the money is and will you have a enough to pay the bills…all of these thoughts and situations are stressful and don’t make people happy.

My goal is to help you get the restful night’s sleep you deserve  by helping you take back control of your financial situation.  I want to help you put a plan in place so that you can wake up on the brighter side of life.

xoxo

~Jess