Director of Client Services, Registered Administrative Assistant, FPQP™
Yvonne is passionate about getting to know clients personally and building close relationships with them. Her priority is to understand their financial goals and then try to help them in any way possible. Success for Yvonne is to know we have provided clients with financial confidence so they can truly enjoy the other areas of their life.
Yvonne started in the investment business working with Bob in 1990. She completed the Certified Financial Paraplanner certification in 1993. Yvonne was given the title registered licensed assistant in 2004. Since then she has earned Series 6, 63, 7 and most recently Advisory Series 65 registrations. Yvonne’s main goal is to always do what is best for clients and provide excellent service.
Yvonne is a wife, mother, and recently a grandmother which is a new and exciting experience. Family and friends are her love. Her favorite times are spent with family; especially on vacations and doing most anything outdoors. She enjoys working with the children’s ministry at her church and volunteering wherever needed.
Getting to know Yvonne
Favorite food: Ice Cream
Best piece of financial advice received: Give God His tithe first, pay yourself (invest), then always spend less than you earn.
Favorite quote: “Trust in the Lord with all your heart and lean not on your own understanding.” Proverbs 3:5-6
Favorite book: The Bible & “The Power of Positive Thinking” by Norman Vincent Peale
Something on Yvonne’s bucket list: To go on an Alaska cruise and train excursion
Biggest accomplishment: Other than kids, passing all the Series tests!