Pathfinder

Happily Retired!

We provided consulting & coaching for Financial Advisors and Financial Planners, specializing in the client-facing side of the business. We helped advisors define or redefine their vision for their ideal practice and ideal clients and exactly the type of experience they want to provide. We helped them develop a compelling story and the best strategies to attract more ideal clients. We also helped with business planning and team development (particularly family teams!)

Partner

Financial Planning Association (FPA)

Our Coaches Corner specialty was Marketing Messaging and Strategies. We helped financial planners tell their stories more effectively and then find the best strategies to get their stories to exactly the people who need to hear them.

FPA Coaches Corner

We partnered with the FPA for many years to help members improve their client experience and grow their businesses.

2015 FPA Business Success Partner

Loring Ward

Developed and launched the company’s Structured Practice website, led the development of all advisor conferences and regional forums and provided individual consulting and coaching to Loring Ward’s independent advisor-clients.

Managing Director - Practice Consulting

Wachovia Securities

Led the development of many projects and initiatives in support of advisors including the practice management website, the advanced FA development program Work Smarter, Live Better: Mastering the Business of Advice, and the annual business planning program. Also created and published the Financial Advisor’s Guide to Teams.

Director - FA Best Practices

Managed Knoxville branch 1998-2001 and Destin/Pensacola complex 2001-2004 for Prudential Securities, a predecessor to Wachovia Securities

Branch Manager

Morgan Stanley Dean Witter

Financial Advisor

After 38 years as a financial advisor/planner, branch & complex manager, home office exec, and co-owner of Pathfinder, our coaching and consulting practice, it was time for me to retire from working to take up volunteering! I love serving on Delta Gamma Fraternity's Council as Fraternity Treasurer and on our Foundation's Board of Trustees, as well as the steering committee for Kingdom Advisors Women's Community. God is good!

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