Insurance Strategies, Business Owners, Lesbian, Gay Bisexual, Transgender, Questioning (LGBTQ), Retirement Income Planning, Retirement Strategies, Financial Education, Investment Strategies (Reg. Reps Only)
English
If you’re reading this, you should know that many financial professionals can provide you with similar services. It comes down to who you want to work with. Who will you trust to implement a proper plan? Who shares your values? And who won’t just execute, but who will educate you on why a certain direction is best for you based on your unique situation.
Speaking of planning, no one-size-fits-all. Every client or family is unique with different incomes, timeframes, and goals. My job is to listen, strategize and guide based on your needs. Also, to support and reassess during inevitable life changes like family, career, residence, and health.
Most of all, I’m passionate about empowering women and my fellow LGBTQ+ community members to take charge of their financial situations in an effort to improve their positions not only today, but for the long run.
CRN202803-8258514
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Temple University
Piano
Horse Riding
Motorcycling