First, I hope this post finds you and your loved ones safe and well. With the terrible state of affairs in the Ukraine, it’s personally been a reminder of how blessed I am to do what I love with people I truly care about and to have the freedom to do so! War is unpredictable. […]
My Mission My mission is to help clients feel financially secure and live the life they deserve. I have a passion for helping women with financial planning and investing since they have been largely ignored by the wealth management industry. So many women are smart and accomplished, yet they don’t feel confident in managing and […]