My mission is to understand you and your priorities. To take the time, to ask thoughtful, smart questions and to listen carefully, then to understand, in great detail, exactly where your wealth stands today, and where you’d like it to be tomorrow. We create a recipe, gather ingredients and monitor success.

BIO

In addition, to financial planning, I manage investment portfolios for individuals and 401(K) plans for businesses. I prepare retirement strategies that help clients think about, clarify and establish investment plans and future income sources to achieve their financial goals to retire successfully. When appropriate, I will recommend products to meet my client’s goals.

THREE THINGS ABOUT ME

I was born with a Limb Difference. I do not have a left hand and therefore my emails are typically short and to the point.

I love to have fun and don't use acronyms. My industry is very stuffy and I do my best to keep our conversations professional but engaging!

I love to cook and garden and share ideas to make life delicious. You can find me on Instagram @verysmartideas @verysmartmoney

CREDENTIALS

Organizations: Society of Financial Service Professionals, Served as a consultant to the Congressional Committee on Social Security. Credentials: ChFC, CLU

EDUCATION

Education: Northeastern Illinois University, Summa Cum Lade, The American College, Bryn Mawr, PA.

TESTIMONIALS

Because I am part of Alera Registered Investment Advisory, I am not allowed to show testimonials. Please reach out to me for references.

FINRA's BrokerCheck

COMPLIANCE DISCLAIMER

Investment advisory services offered through Alera Investment Advisors, LLC. Securities offered through Osaic Wealth, Inc. member FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth.

Information provided by Alera should not be considered tax or legal advice. Should you require tax or legal information, please consult your tax advisor or attorney.

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Purse Strings is not a client of this financial professional or the financial professional’s Registered Investment Advisor firm. Purse Strings receives compensation from this financial professional for referring and introducing advisory clients to them. Compensation provides Purse Strings with an incentive to recommend this financial professional resulting in a material conflict of interest. Click here for additional information.

STATES SERVED

All 50 States

Virtual Appointments Available

SPECIALTIES:

Charitable Planning
Financial Planning
Philanthropy
Retirement planning
Wealth Protection
Wealth Preservation

CLIENT FOCUS:

Bread Winner
Business Owner
Care Giver
Divorced
LGBTQ+
Married
Single
Stay at Home Mom
Widows

AGES:

Gen X
Boomers
Millennials
Gen Z

LIFE STAGES:

New Job
Marriage
Second Home
Empty Nester
Divorce
Widow
Retirement

COMMUNITIES YOU SERVE:

First Generation
Military
Public Servants
Families with Specials Needs

INVESTMENT RANGE:

500K-1M
1M+

LANGUAGES SPOKEN:

English

Fee Structure:

Fee-Only
One-time financial plan