I am an in-demand and experienced financial professional who loves helping individuals to achieve their financial aspirations. My clients often come up to me with the desire to grow their wealth but do not have the adequate time or readily available resources to manage their finances. It is my honor to provide each of my client’s experience that gives them the confidence and support needed to tackle their finances.
I specialize in working with Business Owners/Engineers with a focus on cash management, investment planning, and personal financial strategies. I understand that finances and investing maybe be confusing and challenging for many individuals; however, my mission is to make the process as straightforward as possible. Insurance is often a big part of one's financial anxiety when there are so many different policies, benefits, and confusing fine print. We will sift through many options and all of the technical jargon and select a strategy most suited to my client's needs and lifestyle. I love that my clients feel more confident about their financial literacy, even after only one meeting.
Additionally, investing is a daunting task for many, but I believe that every individual has the potential to make intelligent and stable long-term investments. I help my clients build the right portfolio for their needs, anything from retirement 401(k) plans to a college savings 529 plan, whatever best suits the client’s lifestyle.
Outside of my professional responsibilities, I live a simple life. I am a loving wife and mother of 2. In my spare time I enjoy watching movies, baking unique pastries and cakes, cooking, and growing vegetables and herbs in my backyard. If you think I could be of service to you, please do not hesitate to send me a message for I have limited availability for this year.
Registered Representative of Park Avenue Securities LLC (PAS).