Connie handles nearly everything required to run the business operations at SoundPath Retirement Strategies. She is the face of the firm and the person everyone talks to when they call. Connie also handles logistics for seminars and educational events hosted by the company.
“You can call me to RSVP to an event, set up a meeting or review, or just ask a question. If I can’t answer, I can get you the help you need. The only thing I do not provide is financial advice,” she says.
Connie received her bachelor’s degree in accounting and information systems from the University of Nevada, Reno in 2012. Her previous experience includes serving as accounting manager for a regional air conditioning company with a 10-state footprint, office manager for a large grocery store, and office manager for another financial planning firm in Reno.
She is excited about her role at SoundPath. “I have the time and the expertise to help the firm grow in a significant way. I like accounting and I enjoy keeping everything organized,” she says.
In her spare time, Connie likes to play piano (“I’m working on a ragtime piece right now”), knit, do needlepoint, garden, read and “play with the babies”—meaning her 20 grandchildren.
But don’t get the wrong idea about her, because Connie is also an extreme athlete. She is an avid cyclist who completes century rides of 100 miles on a regular basis. She is a mountaineer who has climbed Mount Kilimanjaro, Mount Rainier, Mount Rose as well as other peaks. She also enjoys hiking beautiful cliffs like the Na Pali Coast in Kauai, Hawaii.