I am proud to serve as an Executive Assistant at the Bauchmann firm. My primary responsibilities include handling all administrative duties, opening new accounts, and managing all the paperwork required for our clients. My journey to this role has been a long and fulfilling one, marked by extensive experience and deep family connections. Before joining Jacob's firm, I spent 17 years in the banking industry and another 17 years with LPL Financial. I retired from banking as a branch manager at Home Savings in San Diego in 1997. After retiring, I chose to be a stay-at-home mom, a role I cherished deeply. In 2007, I decided to reenter the workforce, joining LPL Financial to work for my father's business, which has now evolved into Jake's company. Here, I serve as an Executive Assistant and office manager.
What I love most about our firm is that it is a family business, now in its third generation, having been started by my father. The long-term relationships we have built with our clients are incredibly meaningful to me. Many of these relationships now span three generations, and I feel deeply honored when our clients refer their friends and family to us. I believe that the greatest value I can provide to our clients is the assurance that they can have quick and easy access to myself or Jacob at any time, day or night.
A native of San Diego, I currently reside in Brentwood, TN, with my high school sweetheart, Scott. We have been married for 41 wonderful years. We have three children, all married, and nine delightful grandchildren. Our son Sam, the eldest, is married to Cecily, and they have four children: Capri, James, Gracie, and Jackson. Jake, whom I work for, is married to Samantha, and they have four boys: Sawyer, Weston, Eli, and Dallas. Our daughter Ashley is married to Brock, and they have a daughter named Isla. We all live here in Tennessee, and family is everything to me. We often spend our weekend evenings together and cherish our time at church on Sundays.
While I work full-time, my extra time is limited, but I love helping with my grandkids. I also enjoy making homemade sourdough bread in all its variations and have recently started playing Mahjong with friends, which I absolutely love. Additionally, I find joy in walking and exploring the beautiful trails and parks of Tennessee.