Women engage. I love their conversations about lifetime goals and, as a means to an end, how much money they need to get there.
Money is more about emotions and aspirations and not so much about numbers. This is about your life, not my charts and graphs. Women ask important questions and, equally as important, they listen to the answers. They welcome and appreciate the advice that comes with sincerity and respect for who they are and where they are coming from.
My relationships with clients, 90% of whom are women, are communal. They are receptive and appreciative of the ongoing financial education I strive to provide during every interaction. Our conversations are mutually respectful, there are no competitions, no one-ups-man-ships, and certainly no condescension. They are happy to let me and our professional portfolio managers do the heavy lifting without unfounded challenges.
Working with women is simply more pleasant and women are, at heart, better investors. They are in it for the long term, as am I , and they show more patience for long term results rather than demand short term knee-jerk reactions.
My story is probably similar to yours, just different names and places. I climbed the corporate ladder (jungle) for 20+ years while managing to raise a family and get a Master’s degree. Then it was on to singlehood and eventually operating my own business for another 20+ years. There were also a couple career changes in there. Through it all, I knew this “money thing” was a mystery to be understood and solved if I was ever to have peace of mind and confidence in my ability to be an independent and financially secure woman. That journey has become my life’s work.
Over the years, I developed a specialty in the complex financial issues of divorce and consulted with clients and their attorneys on hundreds of divorce cases, sometimes providing expert court witness testimony. I am now doing less divorce work but it all bears witness to my ability to deal with the most difficult of situations with financial expertise, compassion, diligence, and patience.
I now help other women solve their own money dilemmas and this is the most fulfilling work I have ever done. In fact, I love what I do so much that I do not even consider it “work.” You might visit my website for a more traditional bio and let this be our conversation. Let’s talk.
Money seems to be involved in nearly every key event that may significantly change your life. Yet, the emotions that accompany events like death of a loved one, job loss, or post-divorce, can put you at a disadvantage. I focus on helping you through the financial issues related to these and other difficult times. That can make getting through the rest seem a lot easier. Through it all, I help you make your best decisions, so as to deal with the here and now, while keeping an eye on your financial future.
I have the prerequisite education, credentials, experience, and resources to help you with financial planning, investment management, wealth building, and retirement disbursements in a sound and secure manner. After years with two different broker/dealers, I learned a lot. Both good and not so good. Taking the best of all those lessons learned, I formed my own independent registered investment adviser firm and built a business using highly acclaimed portfolio managers to manage my clients’ accounts. Independent research, evaluations, and ratings* tell me they are of superior stature because that is what we need. We are in this together.
Excellence has been a driving force, in all that I do, throughout my entire life. What I do for my clients is a part of that. As a fiduciary, by choice, I have an obligation to always do what is best for you with only your interests in mind. Tell me about your goals and desires and let’s see how I can help you make them your reality.
*Research source: Envestnet/PMC
THREE THINGS ABOUT ME
I place great value on integrity and transparency in all that I do.
I provide a fresh, respectful, alternative to the offenses and indignities that the financial services industry has inflicted upon women.
According to my clients, I am really easy to talk to.
MBA Business/Finance, University at Buffalo State University of New York; B.S. Business, Rochester Institute of Technology
Investments involve risk and are not guaranteed to appreciate. Past performance is not indicative of future performance.
The participating adviser paid no more than $1,000 to be listed on the Purse Strings website. Purse Strings is not a client of the participating adviser. While Purse Strings maintains a listing process, it has a financial incentive to list as many financial professionals as possible to maximize its revenue.