In this Episode of Wine and Dime, I introduce a new member of Irvine Wealth Planning Strategies, Kerrie Beene. We have a nice conversation about career choices, studying for the CFP exam, college planning and of course some of our favorite wines. It was a great conversation and I know you all will love it as much as I did. Welcome to the team Kerrie!!
A little bit about Kerrie Beene…
My own personal financial journey has taught me that while their important, life is more than numbers.
Finding joy in the journey towards personal goals is key.
A smart plan with a lot of heart goes a long way to keeping daily financial decisions in line with your long term goals.
I graduated from Southeastern Oklahoma State University with a degree in Business Administration and hold a certificate in Financial Planning from Wake Forest University. I passed the CFP exam in November of 2016 and I'm currently working towards my service hours.
I began my career in financial planning by starting my own company, Beene Financial Planning. Having the desire to work as a team, I then joined Irvine Wealth Planning Strategies.
My roots in Southeast Oklahoma have given me great insight on the need for financial planning that is not just investment focused, but also on all the other financial planning decisions. I enjoy, and work best, with those who are ready to take control of their finances and use their money to fulfill their goals and dreams.
The Wines and Wineries
Three girlfriends in Hochatown, Okla., decided that a winery would be a fun gathering place for groups of friends.
They created Girls Gone Wine to be more than just a tasting room—it is a fun boutique winery with a funky, awesome gift shop. Though there is no vineyard, all the wine is fermented and produced on site--their slogan is "Girls Gone Wine...not Girls Gone Farming!"
You can enjoy a complimentary tasting, great shopping, gather with your friends on the patio to enjoy a glass or even make a custom batch of wine to give as gifts to your business clients, as wedding party favors or just for your own cellar.
The pomegranate's earthy, rich juice balances with the slightly spicy, robust zinfandel-like grapes creating a delicate sweetness that has a particular uniqueness on the first sip and leaves you wanting more..
A refreshing, easy-drinking wine. The white merlot style wine is enhanced by ripe strawberries.
Friends 4 Life began while our friend and fellow wine girl, Shawn Hutchings, was battling breast cancer. Shawn assisted in the design of the label. She is the cute one with the on her t-shirt. The SOS on our T-shirts stands for "Sisters of Shawn", which symbolizes our bond as wine sisters forever!
We are off the main road, so do not expect to find crowds and buses at Boundary Breaks. We focus on the vineyard and on making wines that score 90 points and higher. Located just north of Lodi Point State Park, we offer world-class Rieslings and the best views on Seneca Lake.