MBA
Insurance Strategies, Business Owners, Retirement Income Planning, Retirement Strategies, Business Succession Planning, Estate Planning, Financial Education, Financial Planning ® , Risk Management Strategies, Lesbian, Gay Bisexual, Transgender, Questioning (LGBTQ), Investment Strategies (Reg. Reps Only)
English
Driven by a deeply personal experience – the loss of my mother to breast cancer at a young age – I understand the critical importance of financial preparedness. This loss inspired me to become a financial professional on a mission to empower women to achieve financial security and live their best lives.
I believe that women deserve access to professional guidance and support in navigating their financial journeys. That's why my team and I provide comprehensive financial services, including:
Our approach is holistic and personalized, ensuring that all your unique needs and goals are addressed. We prioritize clear communication and empower you to make informed decisions about your finances.
Born and raised in Michigan, I am a proud University of Michigan alumna with a Bachelor of Music Performance. I furthered my education with an MBA from Temple University, bringing a unique blend of creativity and analytical skills to my work.
Beyond my professional endeavors, I am a 200-hour certified yoga instructor, a passionate advocate for women's empowerment, and an active member of the South Philly community. In 2014, I was honored by Philly Magazine as "Best Philadelphian: New Philanthropist" for my work with The Spruce Foundation.
My team and I are committed to making a positive impact on the lives of women. We believe that financial security is a fundamental right, and we are passionate about helping women achieve their financial goals and live fulfilling lives.
Let's connect and discuss how I can help you achieve your financial dreams.
CRN202708-8033415
Check the background of this investment professional on FINRA's BrokerCheck
University of Michigan (2004-2008)
Fox School of Business at Temple University (2008-2010)