As a female financial advisor, I help my clients define their financial goals and understand their options. Then I work together with them to create tailored wealth management strategies. My client's wealth plans include a mix of financial planning coupled with investment management and trust and estate strategies to help meet their unique needs and preferences.
I have worked in the financial services and technology industries for over 20 years. As a second generation business owner, I also bring a unique perspective to the wealth creator families I advise and their charities and families they care for most. By understanding my client's unique needs, I help clients succeed by taking the time to understand their unique needs, directing teams of specialists and coordinating with their other advisors - such as attorneys and accountants - to provide plans and services to help achieve their unique goals.