Purse Strings Approved Professionals
Find a Purse Strings Approved™ Pro Now
What makes a Pro certified? Find out.
Help me with...
- Financial Advisor
- 401K Planning
- 529 Plans
- Asset Management
- Mutual Funds
If you’ve heard someone described as ‘having heart,’ my team embodies that ethic in our day-to-day operations. I take great care to help monitor your assets, making adjustments and protecting you on your road to financial success. ‘Client Service’ is our daily mantra! And I have considerable resources for up-to-the-minute market updates, advice and consultation -- with the advanced technology to execute the strategy for best results.
I am dedicated to helping you achieve your financial goals. As I partner with you in helping to reach financial success and security, I will assess your acceptable level of risk and balance it with a customized strategy to help reach your long-term goals. Our valuable resources help to serve those at all levels -- beginners, business owners, retirees and a full array of high net-worth investors.
- Series 7, 66
- Insurance License- California
- University of Charleston
- Family Legacy Planning
- Financial Planning
- Financial/Money Coaching
- Wealth Protection
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.