As a nurse, you work hard taking great care of your patients. I appreciate all that you do because I am also a nurse. And while I no longer practice, my career in nursing spanned nearly 30 years. I retired from healthcare because my hours were inflexible. As Director of Quality, I was a salaried employee and frequently on call. And while I loved my career, I wanted to spend more time with my grandchildren.
My husband, a Registered Representative, recruited me to Airey Financial Group in 2017. Early in my insurance career, I did back-office work like appointment setting and administrative tasks. And while I learned a lot from those positions, I missed helping others. I missed the client interaction.
I completed the Retirement Income Certified Professional (RICP®) designation from the American College of Financial Services and earned my securities licenses. And now, as a Registered Representative and an Investment Advisor Representative, I help nurses take control of their finances and plan for retirement, their way.
Nurses are so busy taking care of others, they have little time to take care of themselves, especially their finances. Before entering the financial services field, I shied away from money topics like investing, social security, Medicare, and preparing for retirement. These topics seemed complicated and boring and something I would worry about later.
As my financial services career evolved, I found there is a lack of education unique to nurses about managing their finances and preparing for retirement. And I am excited to fill that gap!
If you are ready to take control of your finances, I encourage you to download my free eBook, Simple Finances® for Nurses. I wrote this comprehensive guide to help nurses enhance their financial education.
On a personal note, I’ve been married to my best friend for over 40 years. We have two awesome sons and the best daughters-in-law ever! And we have 9 wonderful grandchildren! My family is my source of inspiration for all things. I love Disney World and some day when I really retire, I want to be a tour guide for the Kilimanjaro Safari at Animal Kingdom!
If you are a nurse and you want to take the next step in pursuing your financial future, call me at 219-650-4050, extension, 103, for a planning session. My sessions are always free, and you can learn more about working with me on my FAQ page. I look forward to hearing from you and helping you achieve your financial goals.
