Hello, there. I’m thrilled to have joined this group of experienced people as the newest member of the operations team. Here’s a little about me.
Born and raised in western Nebraska, I have a love for wide-open spaces, especially the sunrises and sunsets granted by an uninterrupted horizon. Without a doubt, I’m a farmer’s daughter at heart; however, I’ve happily called Lincoln home since 2004. The capital city has been good to us, and my husband and I are thankful for the opportunity to raise our children here.
Speaking of children, I have two: a son, Ethan, and a daughter, Lauren. Ethan attends the United States Naval Academy and if all goes well, he’ll graduate with a job and no debt. Lucky for Lauren, that means there is still some money in the 529 plan. She’s a sophomore at Lincoln Southeast and says she wants to go to college somewhere warm. Time will tell if her current Plan A (marry rich) comes to pass.
Professionally, I’ve been blessed with a wide variety of occupations, each one allowing for personal growth and the opportunity to care for others: babysitter, waitress, receptionist, high school teacher, speech coach, play director, copyeditor, substitute teacher, paralegal, and law firm administrator. I have bachelor’s and master’s degrees in education, and even though my career path took me out of the classroom, my love of learning persists. Thus, I am excited to learn more about financial services, and my goal is to pass the Series 65 exam.
Before becoming a Flagstone employee, I was a Flagstone client. Michael and Dan have given me and my husband Brian confidence that we’re on track with our financial goals. I was always impressed with how well they listened, how much they remembered, and how keenly they made the conversation about us, not our portfolio. (Chantel, Operations at Flagstone, unpaid testimonial, 1/30/2022)
I grew up eating oatmeal. The family budget simply didn’t allow for the likes of Frosted Flakes and Cap’n Crunch on a regular basis. Early in our marriage, my husband and I joked that we measured our wealth by the number of name-brand cereal boxes in our cupboard. Admittedly, our definition of wealth has evolved over the past 25 years together, but I still feel rich when I sit down to a bowl of Honey Smacks from time to time.
This testimonial was provided by an affiliate of Flagstone. The affiliate was not compensated for the testimonial outside of his or her employment salary and other compensation not related to the testimonial. There may be material conflicts of interest as an employee affiliate of the firm that would affect the given testimony. The testimony may not be representative of the experience of other current clients and does not provide a guarantee of future performance success or similar services.