Here is how our planners fall among the Meyers Briggs personality types:
Martha McNeely is our Defender (ISFJ). Her efficient and responsible nature helps clients feel understood and seen. She provides careful attention to the practical planning details as well as the big-picture goals and values that are so important to financial planning. Dedicated and thoughtful, Martha finds great joy in helping those around her build stable, secure, and happy financial lives.
Joann Nieciecki is our Adventurer (ISFP) personality (but also borderline with ISTJ), who wows our clients with her precise financial plans. Joann is our Excel Wizard, and her plans illustrate the nuance of small changes leading to larger impact. Joann is an independent thinker and has brought a lot of new ideas, approaches and evolution to how we do planning here at Creative Money. Her clients love her keen eye for detail and her ability to empathize and understand their aspirations and concerns.
Sam Kirby is the Adventurer (ISFP) personality type, and her ability to connect to others with openness and warmth is definitely what draws clients to her, but that’s only half the story. Sam is an amazing financial planner because Sam loves the world of possibility, and finding solutions in creative ways for our clients. Her flexible mindset helps her develop plans and present strategies in new ways, depending on the situation. Sam is our innovator, but also has the empathy and understanding to build strong client relationships, fostering trust and open communication. She works very well with ADHD clients too.
Mindy Crary is the Architect (INTJ) personality type… and she loves perfecting the details of life, applying creativity and rationality to her financial plans. Although Architects have private and complex inner worlds, her curiosity about others makes for an excellent collaborator with her clients. As one of the rarest personality types – and one of the most capable – Architects (INTJs) pride themselves on their ability to think for themselves, not to mention their uncanny knack for seeing right through phoniness and hypocrisy. Since Mindy is also the practice owner, her personality type ensures we continue to work critically and strategically for all of our clients.
