What do you feel most grateful for in life?
It is so gratifying to have the privilege of being a trusted advisor to my clients and of being able to work in that capacity, while also having the flexibility to be there for my husband and children. It is a challenging balance to be a working mother, but I enjoy the fullness of my life!
What do you love most about being a financial advisor?
It is truly a wondrous experience to see a plan that you have worked on with a client begin to unfold for them. It is gratifying to know that, because of my efforts, knowledge, and care, a client has reached a goal like sending a child to college without student loans or has fulfilled a dream like traveling extensively in retirement on an income stream that our team created and implemented.
How are your personal qualities reflected at work?
I am detail-oriented person, so I have developed many of our team’s processes in an effort to ensure a top-notch client experience in both planning and service. I believe this attention to detail makes clients comfortable and confident that I am looking out for their best interests to the best of my abilities.
The Pugh Family (Mike, Ashley, Jackson, & Keri)
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