ALEXANDER FINANCIAL PLANNING - Key Persons
"Putting together all the pieces of a plan is like a puzzle for peace of mind. Once it's put together and reviewed frequently it sets you up for success and flexibility, no matter what life throws your way." My Money Story Growing up on a Minnesota dairy farm as the youngest of 7 siblings, I learned the importance of hard work and the satisfaction of a job well done. My parents and older siblings worked hard every day, and I was expected to contribute where I could. Timing was everything, and there was always something to be done. The Fall harvest was always a big deal, and when it was time to bring in the hay you just did it! No taking vacation or binge watching your favorite series on Netflix. Things don't always go as planned however, sometimes you find yourself working like mad to get the hay crop in while the storm clouds are chasing you down. One harvest, I remember being assigned the role of meteorologist when everyone was out baling the hay. It was my job to listen to the weather warnings and send up a red hanky signal when the storm took a turn towards tornado warning. If you were lucky, you got that hay in while it was good and dry before the rain came. Success on the farm can mean you keep going even when things go wrong. You cannot give up, and the hard work isn't going to do itself. Sometimes you have to be the one working when others are having fun. We used to have to leave the weddings and celebrations early because it was time to tend to the cows. It's just how it was. Hard work doesn't always guarantee success. Sometimes Mother Nature has other ideas about how things will be. You just have to accept it because you never know when the most amazing crop will surprise you out of nowhere. In the meantime, we made do with what we had. Winters are cold, but Spring always arrives. About Me Krista resides in Minnesota and joins us virtually to assist with financial planning. She has 19 years of experience working with several fee-only financial planners around the country and she possesses strong skills in our financial planning program. Krista will be behind the scenes helping to update financial plans and provide support where needed. Her wealth of knowledge in financial planning is a great asset to our firm and we are thrilled to have her! Krista and her husband have two school aged children. Working virtually in this capacity is very beneficial to her and her family during these times. She enjoys the change in the seasons and in her free time she likes to read, garden and spend time with family.
Job Titles:
- Investment Advisor Rep / Office Manager
"Paying attention to detail does make a difference in the quality of client service provided." My Money Story I was raised by adoptive parents with a 17-year age difference between them. Mom was the older spouse, born in 1917, and despite working for a stockbroker, she invested solely in real estate. Dad, on the other hand, was a liberal spender. Together they owned and operated a sole proprietorship where dad was a veterinarian and mom kept the books. I never knew it growing up, but later learned they struggled to balance income and overhead of the business with the needs (and wants) of the family. I've tried to live "within my means" because failing to maintain this balance can be stressful. I am a creative soul and attended cosmetology school to fill a year after graduating from high school as a junior. I wanted to become an interior designer and earned an associate degree before getting married. Plans to begin a home renovation business with my husband were thwarted by news that we were instead to be parents. My husband took a company job with benefits and I spent the next 10 years at home. During that time, I became a Licensed Real Estate Sales Agent in the State of Ohio but learned that I did not enjoy relying on commission sales. When choosing to re-enter the work force, I was seeking a part-time job with minimal travel and overhead that would permit me to maintain a presence at home. I took a position with Alexander Financial Planning in November 2001 to learn about money, but I've experienced more growth and fulfillment than I ever anticipated. Working to help our clients find and maintain their own balance is personally rewarding for me. About Me I currently live in Upper Arlington. My husband and I have three children and I enjoy music, sports and RV camping with my family. I was a volunteer Girl Scout troop leader for 12 years and I have volunteered with local youth sport organizations. TRACEY ON LINKEDIN
Job Titles:
- Chief Greeter & Announcer
Tucker is our part-time employee that only comes in when he wants to. He mostly lays around the office and doesn't do much at all.
He does, however, provide strong barks when mail carriers or delivery trucks are near and is often seen in the windows as people walk by or stop to smile and wave at him.
He also provides comfort and expects some level of affection from those in the office as he occasionally makes his rounds to receive some much-desired attention.