What is your greatest professional accomplishment?
Being given the opportunity to move on to a new position at the firm with very little experience was one of the most challenging but also one of the most rewarding accomplishments in my life. Even when I wanted to give up, Rick and Ken patiently supported and encouraged me. That is something I will forever be grateful for!

When is a time you felt you made a meaningful difference for a client?
I hope that with each event or seminar I help coordinate the clients are provided with something that is both educational and entertaining.

What do you think makes Bloom special?
It is a great feeling to work for a company where I feel comfortable making referrals to friends and family. I have complete confidence that the advisors are honest and act with the utmost integrity. We truly care for each client as we would for a beloved family member. That outlook is also applied to each employee. We are valued, respected and genuinely cared about in every way possible. To me there is nothing more valuable than that!

What did you do before you joined Bloom?
I managed a geo-engineering firm.