I am a Clinical Psychologist and Licensed Professional Counselor who brings 20 years of experience with interpersonal relationships and understanding motivation and human behavior. I have been around the financial business for over 20 years and have watched Financial Advisors transform their career when they begin focusing their marketing efforts, developing strategic intent, and working through concerns that have been limiting factors.
My professional experience brings value to advisors and teams in a few main areas. I am an expert in thinking and behavioral patterns and have a deep understanding of interpersonal relationships – all of which are essential in relationship marketing. I have seen the principles of the Oeschli Institute in my own personal experience through marketing with my husband (who is a Financial Advisor), and I understand the benefits and emotional struggles that advisors experience. I also understand the importance of self-discipline, organization, and structure as an integral part of success.
I graduated from UNC-Chapel Hill with a double major in psychology and communication studies and then completed my graduate degree at UNC-Wilmington with a Masters of Art in Clinical Psychology. I am a business owner of a multidisciplinary group, a performance coach, and a clinician. I can relate and understand the many roles that Financial Advisors have in running their practice, relating to their staff, and maintaining a service plan.
Why do you coach?
I love seeing people succeed. My practice has always focused on how to bring research and skills to life through assisting individuals to find their own style and build on their strengths. Coaching allows me to assist others to think outside of their comfort zone and to facilitate Quantum Growth.
How would you describe your coaching style?I am a good listener, but I am direct. My background as a Cognitive-Behavioral therapist strongly influences my style such that I incorporate how one’s thoughts, feelings, and behaviors interact to identify barriers and decrease avoidance behaviors. I work with advisors to help them maximize their potential while using a collaborative approach to optimize their performance and help them reach their goals. I believe that the coaching experience is most optimal when it is collaborative in nature and offers accountability. I believe that marketing and sales require a person to understand relationships to continue to be able to self-motivate, problem solve, and recognize limited thinking patterns that get in the way of one’s growth potential.
What are some of your personal interests and hobbies?
I live at the coast, and I love the “Salt Life.” In our free time, my husband and I enjoy boating and water sports. We have two sons who are 14 and 16. I enjoy watching them play classic and school soccer and socializing with my soccer family through our travels. I love seeing the grit that my boys are developing through hard work and dedication to their academics and sports. I prefer relaxing vacations as a contrast and balancing factor to our busy lifestyle. I enjoy visiting with family and learning about other people.
What do your clients say about you?
“I hear you in my head reminding me to challenge my fears and push forward.”
“She is honest and direct and helps me apply the skills to my life.”
“She makes the concepts real and attainable to me personally.”