Directory listing text
As an independent wealth management advisor, I specialize in financial planning and investment management for Individuals, Couples, Independent women, Women-led households and those nearing or in Retirement.
I'm here to listen to your goals and needs and then I hit the ground running with a financial plan tailored to you.
I specialize in Financial & Retirement Planning as well as 401k plans, 403B/457 Plans, IRAs, Roth IRAs, 529 College Savings Plans, Life Insurance, Annuities, Estate Planning and taxation of investments & more!
