AIS Planning, President/Owner

 2018 Women Of Influence Summit Option B Speaker

My typical day looks like:

My day’s are pretty consistent and fall into a main category of “helping others.” I easily spend 3/4th of my day with clients directly and the other ¼ of my day with our team in collaboration to help clients. 


What is your favorite part of your job?

I truly believe that everyone deserves trustworthy financial advice fashioned in their best interest. It doesn’t matter if you are single, or a couple or a company that we are working with. I LOVE helping people solve issues and get to their goals. I get to live this out each day with clients and it is SO rewarding. 


How do you spend your free time?

I love the outdoors, enjoying lake time, walks or just chilling in nature. I live on a small lake, so that helps. Since we live in MN I also have some winter hobbies, I do most of my traveling from fall through winter to “get away” and then I’m a paper crafting junkie and look forward to my girlfriend time to do that.


What’s on your summer reading list?

I just finished reading a great friends book called Next Level Digital Nomad by Maria Surma Manka. I’m so proud of her insight and experience in taking her family abroad while managing her business and working from afar. I also recently finished reading You are a Worth It by Amanda Steinberg, What Got You Here Wont Get You There by Marshall Goldsmith and Culture Wins by William Vanderbloem. I just ordered a new book called Outside the Wire by Jason Kander, which happens to be his memoir sharing his story about his military time and journey to the Missouri Legislature and at the age of 31 he was the first millennial to be elected to a statewide office. So I’m a book junkie.  I always have a book I am reading a few nights a week to calm my mind before I go to bed.


How has Next Monday been of value to you and your career? 

My Executive Peer Group and one on one meetings with Michelle have been invaluable.  I’ve personally grown through challenges to become more open minded and look at things differently as well as to get out of my own skin and be who I was meant to be or maybe better put, just fly with more confidence.  I’ve also used these times to really gain a better understanding that has helped me better communicate with my team, help my team and even with my adult children. My EPG group has my back in so many ways; they are an amazing resource for me and great friends. They are the people that I could call at 4 in the morning if there were an emergency and not a one of them would hesitate to come to my rescue. The trust between us is immense.


What are you looking forward to at the Women of Influence Summit in September?

I’m excited to take little nuggets of wisdom away from the women that are presenting and be challenged to figure out how to weave this new info into my life.  Of course meeting other attendees, who are all going to be amazing women is a huge part of the day and those conversations can help me gain new found knowledge too. I’m a sponge and can’t wait to soak it all up.


What are you hoping to share with fellow attendees at the Women of Influence Summit?

My biggest hope is that women will trust themselves, find their courage to tackle whatever it is that’s holding them back and then find their support (their person) who’s going to be in their corner while they tackle “it." I know that all of us from one time or another wish we could be courageous enough to try doing something.  What is that something? What does it look like if you succeed at doing that something? What’s the worst thing that can happen if you do tackle it?  What regrets would you have if you don’t tackle it?


What’s one thing people would be surprised to know about you? 

I grew up in the Silicon Valley – California – and I got myself in some hot messes as a kid because I often had the spirit of an adventurer. One time, my best friend and I climbed a 70 foot redwood tree, got about 50 feet up before we freaked out because you really felt the wind up that high and we were to terrified to come back down (plus we both learned we were afraid of heights) so we hung out there until my best friends brother came home and we made him climb up and rescue us. So stupid… However a few years after that we hitch hiked to the beach and hung out all night, also maybe not so smart, but we were safe until we got caught by our parents the next morning for sneaking back into our bedrooms. 


What is your favorite family tradition? 

Making homemade cinnamon rolls for Christmas morning and then after opening gifts eating them and going out to sled with the kids. Due to my kids being adults now and not all living in the area we have lost this tradition and I miss it a lot because not every year can we spend Christmas together. 


What would you name the autobiography of your life? 

Born running, flipping and flopping.


If you could learn to do anything, what would it be?

I’d love to learn another language and my top choices would be Spanish or Italian. Both are romance languages and I feel as if I learned one, then many others would be easier to learn.


What would you most like to tell yourself at age 18? 

Stand up for what you know is right and never stop learning what is factual. There have been to many times that I have taken the opinion of others as “truth” and then later regretted decisions made on those opinions. I would also tell myself to throw out the self-doubt and worry as much as possible. Obviously I would love if I could invent something that could make one not worry but for me, being aware of the facts always helps alleviate worry. I’d also tell myself to own my confidence and not to give that power away to others. Lastly, I would tell myself to follow what I’m naturally gifted at and trust that hard work and lots of continued learning will make me successful. 


Where is the best place you’ve traveled to and why? 

I did a ton of road trips as a kid and spent time in lots of places, but a few years back my husband and I spent a week in Paris just investigating one neighborhood or museum after another. The architecture and history were fascinating but I totally fell in love with Claude Monet’s work and had to be pulled out of the Orangerie Museum. I just couldn’t get enough of the detail and beauty of his work as I looked at it from different directions and distances. It’s hard to explain but it was speaking to my soul in a way that awakened me. I loved being emerged in that city for a week versus rushing off to some other place. 


Topics: Spotlight
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