I am a woman in business and understand the financial needs, challenges, obstacles, and opportunities for women. In an industry dominated by men, it is imperative for female financial professionals to share our expertise, guidance, and education with other women. I find that women gravitate to me at networking groups because it is novel for them to get financial advice from a woman who values and understands them. I love how open women are to concepts, collaborating and sharing resources. It is a pleasure to work with women and incredibly fulfilling to make a difference for those who have been underserved and undervalued for far too long.
I wasn’t born a money manager! I was, however, determined to become one, for the peace of mind and security of myself and my family. During the process, I was disillusioned to find that my own Licensed Financial Professional and 2 others referred to me by friends (all male) would not assist and educate me until I had tens of thousands of dollars to invest with them! So, following much trial and error, I taught myself how to get out of debt, improve my credit score and begin to build wealth. Once that was achieved, I didn’t know how to grow or protect my money. As I climbed that hill of learning, again unassisted by my own Licensed Financial Professional, a fire was lit in me that drove me to bring this hard-won knowledge and these new skills to others without demanding investments as a condition. That’s when I met a highly successful woman in this field who taught me, mentored me and gave me the opportunity to thrive financially. That’s how my career with S.O.S. Financial Group and Lion’s Share Wealth Management Group, a company that shares my philosophy and passion, was born.
As a Licensed Financial Professional, I help Business Owners, Professionals, families, and individuals protect their income and assets so they can live comfortably and achieve their future goals. I have a particular passion for working with women who want to increase their financial literacy, protect their income and plan for their future and that of their loved ones.
My expertise lies in understanding your unique situations, and goals and finding opportunities and solutions that solve multiple problems.
As a Business Owner and Chief Operating Officer myself I am passionate about helping others protect their hard-earned money, protect their businesses, practices, and families, and set their children on the best path financially.
THREE THINGS ABOUT ME
I'm passionate about helping others, educating and empowering.
I'm a proud and devoted mother and life partner in addition to being an ambitious and successful business owner.
I don't just teach, I learn from everyone I meet and value connecting others and providing resources.
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.