Purse Strings Approved Professionals
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What makes a Pro certified? Find out.
Help me with...
- Financial Planner
I support and cheer on families with unique needs, with a special focus on the disability community. There are enough people telling you what you can’t do. Let me help you find a path to what you can.
I work in helping any individual, family, or employer of those with autism and other disabilities to pursue financial independence. I strive to enhance their quality of life and their future.
- Certified Financial Planner (CFP)
- Georgetown University
- Loyola College in Maryland
Virtual appointments available
- Special Needs Planning
How does your current professional add up?
We want women to surround themselves with a talented and thoughtful team of experts who will help them plan for their future. Yet, we are keenly aware that so many providers in these industries lack the skill set to work with women and their unique needs.
There are things to look for when finding the right professional for your needs: flexibility, empathy, creativity, strategy, and work style. Take the questionnaire and find out how your current pro stacks up—and if you could use the advice of a Purse Strings Approved™ Professional who’s qualified to meet your expectations.