I am a single mom, raising an amazing young man. Being a mom has been the biggest joy of my life. I love empowering and supporting women to live their best lives by giving them the confidence, knowledge and support to achieve it. From those who are just beginning on the road to financial wellness to the savvy investor, the journey is educational and fun. Every woman and situation is unique, and I truly enjoy getting to know each of them, building trust and supporting them on their journey. Women are a great community yet are drastically underrepresented and underserved in the investment and financial world, and I strive to change that. Together we can support one another to achieve our goals and dreams.
I have always found curiosity in the investment world and started my career over 20+ years ago at Morgan Stanley as the Operations Manager for the local branch. I realized I enjoyed developing relationships with clients and so I gained more experience as a financial advisor with Smith Barney and Morgan Stanley before moving into the independent registered investment advisor world. After obtaining my CFP I continued to grow my practice with financial planning being the foundation. Our financial world is far more than investing and planning needs to be the foundation.
My passion is building trusted relationships, educating and helping individuals set and achieve their goals and dreams. One key area is women who are going through a transition, whether it’s becoming a new mom, divorce, or widow. These moments are tough, emotionally draining and when we need support the most. I went through a divorce 10 years ago, and wish my tribe was bigger. Having the support not only from friends but professionals to guide you through these times is invaluable.
Clients appreciate the boutique experience, comprehensive financial planning and wealth management strategies. Services include financial planning, tax-efficient strategies, retirement income planning, education funding, corporate and small business retirement plans, wealth management for families and female investors, and providing advice for investors in transition (changes in employment, divorce, retired and widowed).
THREE THINGS ABOUT ME
I love to travel!
I am a golf enthusiast, and always working on my game.
Working out grounds me and gives me sanity.
Certified Financial Planner ( CFP®)
University of Nebraska at Omaha (BS), Series 63, 65, Life, Health, LTC
Investment advisory services provided by Fairway Asset Management, LLC, as a registered investment adviser. Fairway Asset Management is registered in the states of CA, FL, GA, IA, MO, MS, ND, NE, OH, OK, TX and may only transact business or render personalized investment advice in state and international jurisdictions where we are registered or otherwise excluded or exempted from registration requirements.
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.
Virtual Appointments Available
Personal Tax Planning
Starting a Family
Asset based fee for advice or set fee for financial planning.