SVP/ Wealth Advisor
As a Certified Financial Planner and Certified Exit Planning Advisor, I have 25 years’ experience guiding individuals, families, small businesses and non-profit organizations to meet their financial goals through holistic financial planning and providing strategic investment management and advice. I am a first generation college graduate who started my career as an assistant at a financial firm. I am now the breadwinner in our family and I understand the pressures we all face in reaching our financial goals. While I serve a diverse client base, my passion is centered around educating and empowering women to take control of their financial futures.