Plan Coordinator

I enjoy helping our clients coordinate their assets with their estate plans. This entails meeting with clients, reviewing client asset information and accurately drafting transfer documents to help ensure their estate plans will work as designed. Many clients are initially confused by the idea of funding or coordinating assets, so I am able to put their minds at ease by helping them through this process. Our team goes the extra mile to help each other and our clients.

I grew up on a farm outside of Pierpont, South Dakota and attended Nettleton College in Sioux Falls.  I started working for attorneys after graduation from college and decided to pursue the paralegal field because I wanted to have an active role in helping others.  I am an Advanced Certified Paralegal (ACP) and serve on the Professional Development Committee for the National Association of Legal Assistants (NALA).  I am also a member of the South Dakota Paralegal Association and am a past President.

I am active in my church, and enjoy volunteering at the Worthing Dinner theater, the Banquet, and the Helpline Center.

Unique facts:

  • I admire my parents who taught me the value of working hard and being honest.
  • Little known fact about me? While in college, I worked as a manual elevator operator.
  • When I am not spending time with my Legacy Family, I am with my family preparing meals, decorating cakes, or playing with my grandchildren.  I also enjoy spending time with friends, walking my dog, and riding bike.
  • Quirky habits? Listening to a favorite song over and over and over and over…

Some of my favorites are:

  • Food – Caramel candy
  • Movie – Any romantic comedy
  • Book – I would rather watch a movie but enjoy self-help books such as “How Full is Your Bucket?” by Tom Rath and Donald O. Clifton, Ph. D. and enjoyed reading the Twilight series by Stephanie Meyer
  • Song – 60’s music, country music, and old hymns
  • Place – Any place with friends and family.  The Sea of Galilee is the most memorable place I have visited.