THE STRAIGHT S K I N N Y
How My Experiences Led Me to Help You With Your Finances A NAVAL OFFICER, MOTHER, AND ADVISOR S ome years ago, my sister-in-law asked me if I liked working in a male- dominated field. I had to laugh. I’ve spent my entire life in a male- dominated environment, having five natural and three adopted brothers. My first tour of duty in the Navy was as the intelligence officer in an anti- submarine warfare squadron, where I was the only woman among 250 men. I was at the forefront of women who were allowed to deploy in the Navy. It was an exciting time, and though challenging, I learned so much and loved it. Those words struck a chord. My husband and I had our own negative experiences with a couple different brokers. When we were young Naval officers, we met with a few financial advisors who specialized in
“helping”military personnel, but were more focused on making sales. Years later, we met with a very experienced broker, but I could never
My military career began because of my dad, a 20-year veteran of the Air Force. Since I wasn’t sure where I wanted to go with a Bachelor of Science degree in biology/premed, my dad suggested the military as a “great incubator.” I interviewed for the ROTC programs for both Air Force and Navy at Ohio State. Within a couple months, and only a few days after we’d moved to Oregon, a check and orders arrived from the Navy sending me to the Naval Science Institute in Rhode Island. “Report in two weeks,” it said — I guess I was going Navy! Six of my brothers would follow me, joining the military as Marine officers. I spent eight years active duty in the Navy and then moved to the reserves in order to raise our four kids that would arrive in less than six years. My husband and I met in the squadron in 1977. We kept a low profile while dating in the squadron. We’ve been married for 38 years and together for 41, so I’d say we work well together. After many years of homeschooling, volunteering, coaching, and working part time to allow for more time as a mom, I stepped back into the workforce to manage the biggest multimillion-dollar government contract for a small pharmaceutical manufacturing firm. In short, it was an incredibly tough assignment and I learned a tremendous amount. When asked to stay on by the parent company, I politely declined; it was time to completely change gears and become “the captain” of my own ship. I took the challenge from one of my brothers who had been an advisor for 20- plus years. He said: “You should consider becoming an advisor. You care about people, and there aren’t enough people in this industry doing it right.”
shake the feeling that what he talked about had nothing to do with what we were trying to accomplish. Luckily, he didn’t gamble with our savings.
Unfortunately, my grandparents weren’t as lucky with their experience. Their story was another catalyst for my desire to become an advisor. Grandpa saved quite a bit from working as a small-business owner for 35 years. One day, the bank called my father to say grandpa was disoriented and wanting to withdraw money from his account, but it was empty. My parents discovered he’d been living on cookies and milk, and the money was gone. He had been swindled out of all his money by a phony real estate “investor” who convinced many others to invest with his group. Luckily, grandpa was able to live with my parents until they could find care. My ability to be independent and work in the client’s best interest as a fiduciary is incredibly important. I can focus on helping individuals and families find the best solutions to the challenges they’re facing regardless of their situation, goals, or age.
I spent more than 20 years with a mission of “Protecting and Defending” the Constitution and the country. My clients are now part of that mission.
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