I serve as the Regional Director of the Florida branch of Madison Planning Group, where I oversee the day-to-day operations of the firm and speak with clients on a daily basis in order to assess their needs and make appointments to meet them in person when necessary. I love the fact that I have clients that I have known for the majority of my career who are now preparing for retirement. I find it exciting that I get to help them achieve their retirement goals.
I have proudly served in the financial industry for over 30 years. I interviewed with MetLife in 1991 and started with them in January of 1992. Prior to working in financial services, I was in the real estate industry, and I knew that it was time for a change. Taking the position at MetLife and getting involved in financial services was one of the best decisions of my life. I truly believe that it was God’s plan for this to be my career, because it seemed to happen by chance. I didn’t really have any experience in the business, but I had a manager that believed in me.
The longer that I served in the financial services industry, the more I grew to love it. I admire the people that I work with in the business as well as each of our clients. My daughter Tara and I pride ourselves on customer service. We strive to be hands-on with every client, which is rare these days. When we get a call regarding a death claim, for instance, we personally take care of it from start to finish. When we get calls regarding the birth of a child or a grandchild, we treat it the same way and see it through to its completion. These days, I am often asked when I plan to retire myself, and I always answer, “Why would I retire when I’m having so much fun doing what I’m doing?”
I say it all the time, but I feel that I had a great childhood. I am the youngest of four girls. My father was a hard worker and a great provider for our family, and my mother was a homemaker that ran our household as tight as a ship. I like to think that my sisters and I have the work ethic that our parents instilled in us from a young age. It formed my life mission to make an impact in a positive way for as many people as I can for as long as I am able.
My husband Bobby and I moved our family to Lake Worth, Florida in 1986, and we have called it home ever since. Our four children – Tara, Connie, Bobby, and Craig – visit us often and bring along our four grandchildren and four great-grandchildren. When I’m not working, I enjoy going to the pool or the beach with a good book. I also play golf with Bobby from time to time – I don’t think I’m very good, but the clothes are cute!