I am a Clinical Psychologist and Licensed Professional Counselor who brings 17 years of experience with interpersonal relationships and understanding motivation and human behavior. I have been part of the financial services industry through my husband, as he has been a Financial Advisor for over 20 years. He hired the Oeschli Institute a few years ago, and it has transformed his business. I became fascinated with the research offered by Oeschli due to the success that I was witnessing, as well as how psychology is strongly incorporated in the Art of Selling. My intrigue grew more when I reviewed the Oeschli materials and recognized that I teach many of those principles on a daily basis. I have been able to practice and experience these skills through social events and relationship marketing with my husband.
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 have owned a group practice for a decade and have experience in the discipline it takes to maintain a business, and foster growth while managing a strong clinical and administrative team. I am a Cognitive-Behavioral therapist and my expertise is in understanding the relationship between one’s thoughts, feelings, and behaviors. Marketing and sales requires a person to understand this relationship 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.
My professional experience brings value to advisors and teams in a few main areas. I am an expert in thinking and behavioral patterns and also 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, 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.
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. 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.
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 12 and 14. 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.”