Who are you, and what do you do?
I am a Vice President, Financial Adviser for DA Davidson and companies.
I’m also a mom and a wife.
You would be amazed at how hard it is to balance all of these jobs.
What is one habit of yours that helps you be productive?
I am organized
What is your morning routine and how does it help you get the most out of your day?
I hit the ground running. I don’t have a concrete flow to my mornings
In the last few years, what lifestyle, habit or behavior change has had the biggest positive impact on your life?
I eat right and try to exercise every day.
When you feel unfocused, what do you do?
When I’m unfocused I take a deep breath and go back to my “to do” list for the day and concentrate on the easiest task first then it motivates me to get thru the tough ones.
What is one piece of software or a web service that you get immense value out of? How do you use it?
CRM- this is a client contact and calendar service.
I could not get thru my day without it. It helps me organize my to do’s, follow ups and calendar.
What is the one book you recommend most often and why?
We all need positive thought and setting our intentions.
What advice would you give a smart and ambitious recent college graduate? What advice should they ignore?
Set your goals and then take it one step at a time.
Each year I set personal, career and financial goals. It’s so fun to look back to see how far I’ve come.
You can start out working anywhere and still achieve your goals. I started out waiting tables and gradually got into the professional world. Don’t be discouraged if you don’t get your dream job right away. Work for it and it will happen.
What is your favorite quote, one you aim to live by?
“Courage is being scared to death, but saddling up anyway.”