I leverage over two decades of experience in the global capital markets and banking to manage money for small businesses, foundations and successful families. I believe success in achieving important financial goals, no matter the client profile, starts with a comprehensive wealth strategy. I will help you define what is most important to you and then formulate the strategies that are appropriate to your needs, whether you are accumulating wealth or investing for income, solidifying your retirement plan or devising a distribution approach that can help meet your lifestyle and legacy goals.
As a woman raised from a young age by a widow, I know first-hand the importance of being empowered by financial strategy. As a mother of two children, I understand the importance of planning for life’s major milestones: college, parental care and retirement. As a finance professional with deep relationships in the business community, I understand the issues companies and business owners, large and small, face and how to identify strategies to today’s challenges.
I understand the power of investing with impact and leaving a legacy in line with closely-held values and work with clients to help achieve their financial objectives with this in mind.
I place great emphasis on educating my clients on a wide range of topics. If you’d like to be placed on my mailing list for future seminars and events, please feel free to contact me!
Services Include
- Financial Planning
- Retirement Planning
- Divorce Financial Analysis
- Estate Planning Strategies
- 401(k) Rollovers
- 529 Plans
- Corporate Retirement Plans
- Defined Contribution Plans
- Executive Financial Services
- Life Insurance
- Long Term Care Insurance
Securities Agent: KS, NY, GA, DC, NC, AZ, MI, LA, FL, IL, CO, TX, MD, CA, WI, OH, MA, CT, WA, SC, PA, VA, NV, NJ; General Securities Representative; Investment Advisor Representative
NMLS#: 1792010