KDDK Legacy Group came about after 25+ years working with business owners and their firms. The company was named with an intention: The letters represent the first initials of my grandchildren; the purpose is to create a legacy for them. For the firms, I serve it is sharing the knowledge I have obtained through the years as a commercial lender so that others can create their legacy.
Q: Who is your ideal client?
A: My ideal client is an individual or leadership team that is seeking to grow and expand its operations. They should have an established product and customer base. Many ask what sales size; my response is that a $1MM graphic design firm is not the same as a $1MM construction firm. So while sales size doesn’t matter the stage of the business does.
Q: You have degrees in multiple academic fields and have work experience in several industries. Which of those experiences has had the most profound impact on what you do today?
A: All of my education and experiences impact what I do today. The diversity of knowledge allows me to bring forth best practices from multiple industries and apply them to individual customer needs. For instance, the regulatory environment in banking provides a solid understanding of how to establish process and procedures; the IT education allows me to help identify areas where technology can enhance operations. I have worked in for profit and not for profit firms and each is a business. I always say “non-profit” is a tax status not how you do business. Regardless of how it is structured; there are still five major components of running an organization.
Q: What is the best career advice you ever received?
A: I am one of those type A persons with lots of ideas. My manager told me to slow down, wait for people to catch up….basically he told me I needed to learn how to listen.
Q: What do you like most about your partnership with OfficeKey?
I like the flexibility; my office is my home, however, OfficeKey provides a venue for me to meet with one person or host a large group for training. In addition, the technology is well-suited for my needs and the staff is great!
Q: How do you spend time outside of work?
I am Granny Extraordinaire and I like to make jewelry.
Q: What is your favorite vacation destination?
A: Any place near the ocean. Though I do like visiting my sister in Switzerland.
Q: If you could have dinner with one historical figure (living or dead) who would it be and why?
A. Martin Luther King or Gandhi; I am working hard to find that peace of mind that comes with having faith in what could be.
Q: If you could have one superpower, what would it be?
A: I don’t know if it’s a superpower but I would love to be like Jeannie and blink.
Q: What is your favorite movie or tv show?
A: Mystery Theater 1000, 2000, 3000.
Q: What is your favorite book?
A: Think and Grow Rich by Napoleon Hill
Q: What is your favorite singer or band?
A: Hum, that depends…Prince, Luther, Mary J Blige.