What you can expect when you work with me: My purpose is to help you feel confident, connected and in control of your financial life. The right financial advice can help prepare you for whatever life brings – both the expected and the unexpected. When you work with me, you receive: - 1:1 financial advice based on your goals and needs. - Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty. - Regular meetings to review your goals, progress and investments. - Anytime access to your investments and digital tools to help you stay on track. Ready to learn more? Getting started is as easy as meeting for a complimentary initial consultation whenever it’s convenient for you. Request a consultation. Areas of focus - Small Business - Women's Financial Strategies - Technology Compensation and Benefit Strategies