As a female financial advisor who has worked in both the technical, manufacturing and financial industries, it makes good sense that my team and I work with clients and families who are like us - who often speak the same language, share the same concerns and understanding. Our industry clients include: young IT, electrical, chemical and process engineers, project and operations managers, manufacturing executives, and technical sales and solutions experts. Our healthcare and medical clients include: medical residents, staff physicians, private practitioners, RNs, pharmaceutical and medical device experts as well as pharmacists. Each client family is unique. I offer personalized financial planning and advice to assist my clients in preparing for the unexpected and retiring on their own terms.