My mission is to understand you & your priorities. To take the time, to ask hard, 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.
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 insurance 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
Organizations: Society of Financial Service Professionals, Served as a consultant to the Congressional Committee on Social Security. Credentials: ChFC, CLU
Education: Northeastern Illinois University, Summa Cum Lade
Because I am part of Alera Registered Investment Advisory, I am not allowed to show testimonials. Please reach out to me for references.
"Alera Group Wealth Services" is a brand name utilized by Alera Group, Inc and certain subsidiaries and affiliates (collectively "Alera").
Advisory Services offered through Alera Investment Advisors, LLC. Securities offered through Triad Advisors, LLC, Member FINRA/SIPC. Triad Advisors LLC is separately owned and other entities and/or marketing names, products or services referenced here are independent of Triad Advisors.
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.
All 50 States
Virtual Appointments Available
Executive Compensation Packages
Stay at Home Mom
COMMUNITIES YOU SERVE:
Families with Specials Needs
I work in the areas of fee based financial planning and fee only investment advisory