My clients are often seeking a harmonized approach to building one wealth plan that simplifies and captures every aspect of their financial lives.
My approach considers your full financial picture as we collaborate with key partners to deliver solutions tailored to your goals and priorities. This approach allows me to both serve my clients and be a financial advocate for their success.
Guided by a four-step process, I’ll take the time to understand what you want to accomplish, and then determine how to get there with the right solutions to fit your life.
I’ll coordinate and work with your professionals to present a consolidated view of your plan and work with you over the years to make sure it’s up to date with your current situation and ideals.
I’m looking forward to an opportunity to work with you and deliver a high- value client experience.
With over eight years of experience working with, professionals, business owners, families and charities, I am passionate about building long-lasting relationships with my clients and getting to know them beyond their finances. Additionally, I believe in the power of continuing education to better serve my clients. With a background in accounting, I have gone on to pursue further certifications in financial planning and investment management.
My passion to serve extends to my larger community through women and youth development initiatives with local programs.