Clients often wonder where the other “Covey” in our firm’s name came from. My mother and I began working together, as financial planners in 1980. We became a Registered Investment Advisor in 1984 – Covey & Covey Financial Advisory Firm. We worked as a dynamic mother-and-daughter duo, serving as one of the few in our industry at the time. After my mother passed away, I continued her legacy of bringing sound financial planning and care to every client. Today, I’ve kept the name Covey & Covey in her honor and as a reminder to clients and myself that our practice was built on compassion, experience and trust.

I truly believe that financial planning is much more than making investments and wondering if the stock market is up or down. Financial planning is preparing for the joys of life as well as those unexpected events it can sometimes bring.

Throughout my 39 years in the industry, I’ve personally experienced some of the same life-altering events as my clients. And it’s because I’ve witnessed the positive impact planning can have on people’s lives that I so passionately believe in the power and effectiveness of financial planning.